OneDigital Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $933K | Buy |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | $205K | Buy |
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