PP
PDS Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
14,131
-187
| -1% | -$11.5K | 0.06% | 146 |
|
|
2025
Q1 | $824K | Sell |
14,318
-757
| -5% | -$43.6K | 0.07% | 130 |
|
|
2024
Q4 | $864K | Buy |
15,075
+4
| +0% | +$229 | 0.08% | 108 |
|
|
2024
Q3 | $893K | Sell |
15,071
-80
| -0.5% | -$4.74K | 0.08% | 112 |
|
|
2024
Q2 | $853K | Sell |
15,151
-1,421
| -9% | -$80K | 0.09% | 101 |
|
|
2024
Q1 | $923K | Sell |
16,572
-322
| -2% | -$17.9K | 0.1% | 88 |
|
|
2023
Q4 | $899K | Sell |
16,894
-3,151
| -16% | -$168K | 0.1% | 85 |
|
|
2023
Q3 | $990K | Buy |
20,045
+14
| +0.1% | +$692 | 0.13% | 77 |
|
|
2023
Q2 | $1.03M | Sell |
20,031
-1,695
| -8% | -$87.2K | 0.13% | 75 |
|
|
2023
Q1 | $1.09M | Sell |
21,726
-5,450
| -20% | -$273K | 0.15% | 70 |
|
|
2022
Q4 | $1.28M | Buy |
+27,176
| New | +$1.28M | 0.2% | 53 |
|