Park Square Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Park Square Financial Group’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	$75.1K	Sell
2025 Q1	$81.7K	Buy
2024 Q4	$72.8K	Buy