RWA Wealth Partners’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 | $3.68M | Sell |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $3.54M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $53K | Buy |
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|
2018
Q1 | $2K | Buy |
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