Sigma Planning Corp’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
$988K Sell
16,053
-662
-4% -$40.8K 0.03% 506
2025
Q1
$962K Buy
16,715
+77
+0.5% +$4.43K 0.03% 506
2024
Q4
$954K Buy
16,638
+154
+0.9% +$8.83K 0.03% 502
2024
Q3
$977K Sell
16,484
-491
-3% -$29.1K 0.03% 507
2024
Q2
$956K Sell
16,975
-93
-0.5% -$5.24K 0.03% 497
2024
Q1
$950K Buy
17,068
+9,471
+125% +$527K 0.03% 522
2023
Q4
$404K Buy
+7,597
New +$404K 0.03% 529
2018
Q4
Sell
-4,553
Closed -$206K 839
2018
Q3
$206K Buy
+4,553
New +$206K 0.01% 853