Polaris Wealth Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$1.99M	Buy
2023 Q2	$2.04M	Sell
2023 Q1	$1.99M	Buy
2022 Q4	$1.92M	Buy
2022 Q3	$1.66M	Buy
2022 Q2	$1.77M	Sell
2022 Q1	$1.98M	Buy
2021 Q4	$2.12M	Sell
2021 Q3	$2.13M	Buy
2021 Q2	$2.15M	Sell
2021 Q1	$2.11M	Sell
2020 Q4	$2.13M	Sell
2020 Q3	$1.98M	Sell
2020 Q2	$2.52M	Buy
2020 Q1	$2.19M	Buy
2019 Q4	$2.54M	Buy
2019 Q3	$2.37M	Buy
2019 Q2	$2.38M	Buy
2019 Q1	$2.31M	Buy
2018 Q4	$2.02M	Buy
2018 Q3	$1.34M	Sell
2018 Q2	$1.51M	Hold
2018 Q1	$1.51M	Buy
2017 Q4	$1.51M	Buy
2017 Q3	$1.49M	Buy
2017 Q2	$1.01M	Sell
2017 Q1	$993K	Sell
2016 Q4	$1.01M	Buy
2016 Q3	$1M	Buy
2016 Q2	$729K	Buy
2016 Q1	$440K	Buy
2015 Q4	$243K	Buy
2014 Q2	–	Sell
2014 Q1	$17K	Hold
2013 Q4	$17K	Sell
2013 Q3	$16.7K	Hold
2013 Q2	$16.1K	Buy