Orin Green Financial’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 | $513K | Sell |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $336K | Buy |
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