OneDigital Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

OneDigital Investment Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Buy
2025 Q1	$413K	Buy
2024 Q4	$315K	Buy
2021 Q2	–	Sell
2021 Q1	$240K	Hold
2020 Q4	$237K	Buy
2020 Q3	$216K	Buy
2020 Q2	$208K	Buy
2020 Q1	–	Sell
2019 Q4	$214K	Buy
2019 Q3	$205K	Buy