O'Shaughnessy Asset Management’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 | $257K | Buy |
4,182
+3,405
| +438% | +$210K | ﹤0.01% | 1707 |
|
|
2025
Q1 | $44.7K | Buy |
+777
| New | +$44.7K | ﹤0.01% | 2000 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | -$5.9K | – | 2201 |
|
|
2024
Q3 | $5.9K | Hold |
100
| – | – | ﹤0.01% | 2031 |
|
|
2024
Q2 | $5.63K | Hold |
100
| – | – | ﹤0.01% | 1873 |
|
|
2024
Q1 | $5.57K | Sell |
100
-83
| -45% | -$4.62K | ﹤0.01% | 1795 |
|
|
2023
Q4 | $9.73K | Buy |
+183
| New | +$9.73K | ﹤0.01% | 1649 |
|