Retireful LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
25,402
-3,053
| -11% | -$188K | 1.08% | 20 |
|
|
2025
Q1 | $1.64M | Buy |
+28,455
| New | +$1.64M | 1.55% | 17 |
|
|
2024
Q3 | – | Sell |
-30,905
| Closed | -$1.74M | – | 70 |
|
|
2024
Q2 | $1.74M | Sell |
30,905
-19,588
| -39% | -$1.1M | 0.82% | 57 |
|
|
2024
Q1 | $2.81M | Buy |
+50,493
| New | +$2.81M | 1.17% | 25 |
|
|
2023
Q3 | – | Sell |
-47,222
| Closed | -$2.43M | – | 78 |
|
|
2023
Q2 | $2.43M | Buy |
+47,222
| New | +$2.43M | 0.92% | 21 |
|