Sagespring Wealth Partners’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	$216K	Sell	3,515 -2,311	-40%	-$142K	﹤0.01%	671
2025 Q1	$335K	Sell	5,826 -672	-10%	-$38.7K	0.01%	478
2024 Q4	$372K	Buy	+6,498	New	+$372K	0.01%	415