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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$75.1K Sell
1,220
-200
-14% -$12.3K 0.05% 240
2025
Q1 		$81.7K Buy
1,420
+150
+12% +$8.64K 0.06% 202
2024
Q4 		$72.8K Buy
+1,270
New +$72.8K 0.05% 221