SageView Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

SageView Advisory Group’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$156K	Buy
2024 Q4	–	Sell
2024 Q3	$452K	Sell
2024 Q2	$651K	Buy
2024 Q1	–	Sell
2023 Q4	$700K	Sell
2023 Q3	$688K	Sell
2023 Q2	$719K	Sell
2023 Q1	$720K	Sell
2022 Q4	$748K	Buy