RDA Financial Network’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
Q3 | $384K | Hold |
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|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $672K | Sell |
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|
2020
Q4 | $663K | Buy |
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|
2020
Q3 | $615K | Buy |
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|
2020
Q2 | $589K | Sell |
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|
2020
Q1 | $532K | Hold |
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|
2019
Q4 | $618K | Buy |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $554K | Hold |
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|
2019
Q1 | $546K | Buy |
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