OneDigital Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
11,446
+4,266
| +59% | +$263K | 0.01% | 767 |
|
|
2025
Q1 | $413K | Buy |
7,180
+1,677
| +30% | +$96.5K | ﹤0.01% | 932 |
|
|
2024
Q4 | $315K | Buy |
+5,503
| New | +$315K | ﹤0.01% | 1106 |
|
|
2021
Q2 | – | Sell |
-4,485
| Closed | -$240K | – | 719 |
|
|
2021
Q1 | $240K | Hold |
4,485
| – | – | 0.01% | 554 |
|
|
2020
Q4 | $237K | Buy |
4,485
+13
| +0.3% | +$687 | 0.01% | 542 |
|
|
2020
Q3 | $216K | Buy |
4,472
+115
| +3% | +$5.56K | 0.01% | 523 |
|
|
2020
Q2 | $208K | Buy |
+4,357
| New | +$208K | 0.02% | 526 |
|
|
2020
Q1 | – | Sell |
-4,482
| Closed | -$214K | – | 529 |
|
|
2019
Q4 | $214K | Buy |
4,482
+27
| +0.6% | +$1.29K | 0.02% | 486 |
|
|
2019
Q3 | $205K | Buy |
+4,455
| New | +$205K | 0.02% | 486 |
|