Rockefeller Capital Management’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 | $1.23M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $883K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $908K | Buy |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $788K | Buy |
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|
2023
Q3 | $676K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $528K | Hold |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $468K | Sell |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $420K | Buy |
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