Signet Financial Management’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
Q3 | $478K | Buy |
|
|||||
|
2025
Q2 | $455K | Buy |
|
|||||
|
2025
Q1 | $261K | Hold |
|
|||||
|
2024
Q4 | $259K | Hold |
|
|||||
|
2024
Q3 | $268K | Sell |
|
|||||
|
2024
Q2 | $280K | Hold |
|
|||||
|
2024
Q1 | $276K | Hold |
|
|||||
|
2023
Q4 | $264K | Sell |
|
|||||
|
2023
Q3 | $246K | Buy |
|
|||||
|
2023
Q2 | $255K | Sell |
|
|||||
|
2023
Q1 | $248K | Sell |
|
|||||
|
2022
Q4 | $234K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $192K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $22K | Hold |
|
|||||
|
2018
Q2 | $22K | Hold |
|
|||||
|
2018
Q1 | $22K | Buy |
|