SI
SimpliFi Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
19,616
+233
| +1% | +$14.3K | 0.53% | 19 |
|
|
2025
Q1 | $1.12M | Buy |
19,383
+105
| +0.5% | +$6.05K | 0.51% | 20 |
|
|
2024
Q4 | $1.11M | Sell |
19,278
-768
| -4% | -$44K | 0.51% | 20 |
|
|
2024
Q3 | $1.19M | Sell |
20,046
-520
| -3% | -$30.8K | 0.53% | 21 |
|
|
2024
Q2 | $1.16M | Sell |
20,566
-446
| -2% | -$25.1K | 0.54% | 20 |
|
|
2024
Q1 | $1.17M | Sell |
21,012
-721
| -3% | -$40.1K | 0.54% | 18 |
|
|
2023
Q4 | $1.07M | Hold |
21,733
| – | – | 0.53% | 17 |
|
|
2023
Q3 | $1.07M | Buy |
21,733
+292
| +1% | +$14.4K | 0.53% | 17 |
|
|
2023
Q2 | $1.1M | Buy |
21,441
+407
| +2% | +$20.9K | 0.52% | 18 |
|
|
2023
Q1 | $1.05M | Sell |
21,034
-965
| -4% | -$48.3K | 0.52% | 17 |
|
|
2022
Q4 | $1.04M | Buy |
21,999
+379
| +2% | +$17.9K | 0.54% | 15 |
|
|
2022
Q3 | $968K | Buy |
21,620
+83
| +0.4% | +$3.72K | 0.5% | 15 |
|
|
2022
Q2 | $1.03M | Sell |
21,537
-870
| -4% | -$41.8K | 0.51% | 15 |
|
|
2022
Q1 | $1.21M | Buy |
22,407
+140
| +0.6% | +$7.55K | 0.55% | 15 |
|
|
2021
Q4 | $1.27M | Buy |
22,267
+1,527
| +7% | +$87.2K | 0.56% | 16 |
|
|
2021
Q3 | $1.15M | Buy |
20,740
+1,578
| +8% | +$87.5K | 0.52% | 11 |
|
|
2021
Q2 | $1.07M | Buy |
+19,162
| New | +$1.07M | 0.49% | 12 |
|