PDS Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
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|
2025
Q1 | $824K | Sell |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $893K | Sell |
|
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|
2024
Q2 | $853K | Sell |
|
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $899K | Sell |
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|
2023
Q3 | $990K | Buy |
|
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.28M | Buy |
|