Rothschild Investment LLC’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 | $265K | Hold |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $232K | Hold |
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|
2020
Q1 | $207K | Buy |
|