Sensible Money’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 | $252K | Hold |
4,100
| – | – | 0.1% | 70 |
|
|
2025
Q1 | $236K | Hold |
4,100
| – | – | 0.1% | 71 |
|
|
2024
Q4 | $235K | Hold |
4,100
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $243K | Hold |
4,100
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $231K | Hold |
4,100
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $228K | Hold |
4,100
| – | – | 0.12% | 70 |
|
|
2023
Q4 | $218K | Hold |
4,100
| – | – | 0.13% | 70 |
|
|
2023
Q3 | $203K | Hold |
4,100
| – | – | 0.14% | 68 |
|
|
2023
Q2 | $211K | Hold |
4,100
| – | – | 0.15% | 70 |
|
|
2023
Q1 | $205K | Buy |
+4,100
| New | +$205K | 0.18% | 68 |
|