Richard Bernstein Advisors’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 | $610K | Sell |
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|
2025
Q1 | $6.24M | Sell |
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|
2024
Q4 | $37.5M | Buy |
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|
2024
Q3 | $5.76M | Buy |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $8.26M | Sell |
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|
2023
Q4 | $9.24M | Sell |
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $5.44M | Sell |
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|
2023
Q1 | $8.07M | Sell |
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|
2022
Q4 | $18.2M | Buy |
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