Osaic Holdings’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 | $8.94M | Sell |
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|
2025
Q2 | $12.9M | Buy |
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|
2025
Q1 | $7.73M | Buy |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $5.02M | Sell |
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|
2024
Q2 | $5.9M | Sell |
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|
2024
Q1 | $9.48M | Sell |
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|
2023
Q4 | $9.2M | Sell |
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|
2023
Q3 | $10M | Sell |
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|
2023
Q2 | $16.5M | Buy |
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|
2023
Q1 | $15.6M | Sell |
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|
2022
Q4 | $21.2M | Buy |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $9.02M | Buy |
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|
2022
Q1 | $9.48M | Sell |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $9.99M | Buy |
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|
2021
Q2 | $8.38M | Buy |
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|
2021
Q1 | $7.98M | Sell |
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|
2020
Q4 | $7.94M | Sell |
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|
2020
Q3 | $8.18M | Sell |
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|
2020
Q2 | $8.24M | Sell |
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|
2020
Q1 | $8.89M | Buy |
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