&Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

&Partners’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.62M	Sell
2025 Q2	$3.48M	Sell
2025 Q1	$3.34M	Sell
2024 Q4	$3.51M	Buy
2024 Q3	$438K	Buy
2024 Q2	$402K	Buy