RTD Financial Advisors’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 | $1.62M | Sell |
26,233
-3,051
| -10% | -$188K | 0.21% | 56 |
|
|
2025
Q1 | $1.69M | Buy |
29,284
+1,894
| +7% | +$109K | 0.23% | 54 |
|
|
2024
Q4 | $1.57M | Sell |
27,390
-118
| -0.4% | -$6.76K | 0.2% | 53 |
|
|
2024
Q3 | $1.63M | Buy |
27,508
+218
| +0.8% | +$12.9K | 0.21% | 54 |
|
|
2024
Q2 | $1.54M | Sell |
27,290
-1,875
| -6% | -$106K | 0.21% | 55 |
|
|
2024
Q1 | $1.62M | Buy |
29,165
+2,487
| +9% | +$138K | 0.22% | 54 |
|
|
2023
Q4 | $1.42M | Sell |
26,678
-23,999
| -47% | -$1.28M | 0.2% | 56 |
|
|
2023
Q3 | $2.5M | Buy |
50,677
+3,582
| +8% | +$177K | 0.38% | 46 |
|
|
2023
Q2 | $2.42M | Buy |
47,095
+21,498
| +84% | +$1.11M | 0.35% | 46 |
|
|
2023
Q1 | $1.28M | Buy |
25,597
+1,316
| +5% | +$65.8K | 0.2% | 53 |
|
|
2022
Q4 | $1.15M | Sell |
24,281
-35,261
| -59% | -$1.66M | 0.19% | 55 |
|
|
2022
Q3 | $2.67M | Buy |
59,542
+8,148
| +16% | +$365K | 0.49% | 41 |
|
|
2022
Q2 | $2.47M | Sell |
51,394
-3,791
| -7% | -$182K | 0.38% | 47 |
|
|
2022
Q1 | $2.98M | Buy |
55,185
+3,247
| +6% | +$175K | 0.4% | 44 |
|
|
2021
Q4 | $2.97M | Buy |
+51,938
| New | +$2.97M | 0.39% | 45 |
|