Sigma Planning Corp’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$988K Sell
2025
Q1
$962K Buy
2024
Q4
$954K Buy
2024
Q3
$977K Sell
2024
Q2
$956K Sell
2024
Q1
$950K Buy
2023
Q4
$404K Buy
2018
Q4
Sell
2018
Q3
$206K Buy