O'Shaughnessy Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

O'Shaughnessy Asset Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Buy
2025 Q1	$44.7K	Buy
2024 Q4	–	Sell
2024 Q3	$5.9K	Hold
2024 Q2	$5.63K	Hold
2024 Q1	$5.57K	Sell
2023 Q4	$9.73K	Buy