PCG
Prosperity Consulting Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
63,676
+9,763
| +18% | +$601K | 0.29% | 82 |
|
|
2025
Q1 | $3.1M | Buy |
53,913
+5,334
| +11% | +$307K | 0.24% | 100 |
|
|
2024
Q4 | $2.78M | Buy |
48,579
+3,147
| +7% | +$180K | 0.21% | 110 |
|
|
2024
Q3 | $2.69M | Buy |
45,432
+6,148
| +16% | +$364K | 0.21% | 113 |
|
|
2024
Q2 | $2.21M | Buy |
39,284
+3,232
| +9% | +$182K | 0.3% | 89 |
|
|
2024
Q1 | $2.01M | Buy |
36,052
+15,812
| +78% | +$880K | 0.25% | 101 |
|
|
2023
Q4 | $1.08M | Buy |
+20,240
| New | +$1.08M | 0.36% | 60 |
|