Phil A. Younker & Associates’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	$7.24M	Sell	117,647 -1,421	-1%	-$87.5K	7.14%	5
2025 Q1	$6.85M	Sell	119,068 -2,043	-2%	-$118K	6.75%	5
2024 Q4	$6.94M	Buy	+121,111	New	+$6.94M	6.94%	5