Orin Green Financial’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 | $498K | Sell |
8,082
-148
| -2% | -$9.11K | 0.21% | 56 |
|
|
2025
Q1 | $454K | Buy |
+8,230
| New | +$454K | 0.21% | 54 |
|
|
2024
Q4 | – | Sell |
-7,502
| Closed | -$444K | – | 57 |
|
|
2024
Q3 | $444K | Buy |
7,502
+81
| +1% | +$4.8K | 0.19% | 56 |
|
|
2024
Q2 | $418K | Buy |
+7,421
| New | +$418K | 0.19% | 54 |
|
|
2024
Q1 | – | Sell |
-8,100
| Closed | -$431K | – | 51 |
|
|
2023
Q4 | $431K | Buy |
8,100
+861
| +12% | +$45.8K | 0.21% | 52 |
|
|
2023
Q3 | $358K | Buy |
7,239
+54
| +0.8% | +$2.67K | 0.2% | 54 |
|
|
2023
Q2 | $370K | Buy |
7,185
+278
| +4% | +$14.3K | 0.19% | 50 |
|
|
2023
Q1 | $346K | Buy |
6,907
+206
| +3% | +$10.3K | 0.19% | 51 |
|
|
2022
Q4 | $316K | Buy |
6,701
+10
| +0.1% | +$472 | 0.19% | 51 |
|
|
2022
Q3 | $298K | Sell |
6,691
-37
| -0.5% | -$1.65K | 0.19% | 52 |
|
|
2022
Q2 | $321K | Buy |
6,728
+27
| +0.4% | +$1.29K | 0.2% | 53 |
|
|
2022
Q1 | $362K | Buy |
6,701
+616
| +10% | +$33.3K | 0.24% | 49 |
|
|
2021
Q4 | $334K | Buy |
6,085
+4
| +0.1% | +$220 | 0.24% | 44 |
|
|
2021
Q3 | $337K | Buy |
6,081
+2
| +0% | +$111 | 0.24% | 50 |
|
|
2021
Q2 | $340K | Buy |
6,079
+219
| +4% | +$12.2K | 0.24% | 49 |
|
|
2021
Q1 | $314K | Sell |
5,860
-574
| -9% | -$30.8K | 0.26% | 48 |
|
|
2020
Q4 | $336K | Buy |
+6,434
| New | +$336K | 0.27% | 47 |
|