Ritter Daniher Financial Advisory’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
Q4
$3.43K Buy
2023
Q4
Sell
2023
Q3
$248 Hold
2023
Q2
$258 Sell
2023
Q1
$1.5K Hold
2022
Q4
$1.42K Buy