Prentice Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Prentice Wealth Management’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	$1.7M	Buy
2025 Q2	$1.61M	Sell
2025 Q1	$1.52M	Buy
2021 Q4	–	Sell
2021 Q3	$21K	Buy
2021 Q2	$13K	Hold
2021 Q1	$12K	Buy