Philip James Wealth Mangement’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Philip James Wealth Mangement’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	$388K	Buy
2025 Q2	$368K	Sell
2025 Q1	$351K	Buy
2024 Q4	$329K	Sell
2024 Q3	$395K	Sell
2024 Q2	$414K	Buy
2024 Q1	$378K	Sell
2023 Q4	$400K	Buy