Prosperity Consulting Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.92M Buy
2025
Q1
$3.1M Buy
2024
Q4
$2.78M Buy
2024
Q3
$2.69M Buy
2024
Q2
$2.21M Buy
2024
Q1
$2.01M Buy
2023
Q4
$1.08M Buy