Phil A. Younker & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Phil A. Younker & Associates’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.52M	Buy
2025 Q2	$7.24M	Sell
2025 Q1	$6.85M	Sell
2024 Q4	$6.94M	Buy