Redwood Investment Management’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
2024
Q1
Sell
-4,673
Closed -$249K 316
2023
Q4
$249K Buy
4,673
+67
+1% +$3.57K 0.02% 328
2023
Q3
$228K Buy
+4,606
New +$228K 0.02% 318