Salus 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	–	Sell	-3,934	Closed	-$226K	–	34
2025 Q1	$226K	Sell	3,934 -468	-11%	-$26.9K	0.17%	33
2024 Q4	$252K	Buy	+4,402	New	+$252K	0.2%	31