SignatureFD’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 | $26.3K | Hold |
427
| – | – | ﹤0.01% | 1909 |
|
|
2025
Q1 | $24.6K | Hold |
427
| – | – | ﹤0.01% | 1943 |
|
|
2024
Q4 | $24.5K | Buy |
427
+75
| +21% | +$4.3K | ﹤0.01% | 1954 |
|
|
2024
Q3 | $20.9K | Hold |
352
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q2 | $19.9K | Hold |
352
| – | – | ﹤0.01% | 1971 |
|
|
2024
Q1 | $19.6K | Hold |
352
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q4 | $18.7K | Hold |
352
| – | – | ﹤0.01% | 1953 |
|
|
2023
Q3 | $17.4K | Hold |
352
| – | – | ﹤0.01% | 1914 |
|
|
2023
Q2 | $18.1K | Hold |
352
| – | – | ﹤0.01% | 1936 |
|
|
2023
Q1 | $17.6K | Hold |
352
| – | – | ﹤0.01% | 1938 |
|
|
2022
Q4 | $16.6K | Hold |
352
| – | – | ﹤0.01% | 1896 |
|
|
2022
Q3 | $16K | Hold |
352
| – | – | ﹤0.01% | 1839 |
|
|
2022
Q2 | $17K | Buy |
+352
| New | +$17K | ﹤0.01% | 1846 |
|
|
2021
Q3 | – | Sell |
-16
| Closed | -$1K | – | 3021 |
|
|
2021
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2661 |
|
|
2020
Q2 | – | Sell |
-136
| Closed | -$6K | – | 2467 |
|
|
2020
Q1 | $6K | Buy |
+136
| New | +$6K | ﹤0.01% | 1605 |
|