Principle Wealth Partners’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
2023 Q2	–	Sell	-6,274	Closed	-$314K	–	323
2023 Q1	$314K	Buy	+6,274	New	+$314K	0.03%	251