&Partners’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 | $3.48M | Sell |
56,483
-1,555
| -3% | -$95.7K | 0.03% | 466 |
|
|
2025
Q1 | $3.34M | Sell |
58,038
-3,123
| -5% | -$180K | 0.04% | 395 |
|
|
2024
Q4 | $3.51M | Buy |
61,161
+53,774
| +728% | +$3.09M | 0.04% | 352 |
|
|
2024
Q3 | $438K | Buy |
7,387
+244
| +3% | +$14.5K | 0.01% | 927 |
|
|
2024
Q2 | $402K | Buy |
+7,143
| New | +$402K | 0.02% | 615 |
|