SOA Wealth Advisors’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 | $42K | Buy |
681
+1
| +0.1% | +$62 | 0.01% | 393 |
|
|
2025
Q1 | $39.1K | Hold |
680
| – | – | 0.01% | 378 |
|
|
2024
Q4 | $39K | Buy |
680
+5
| +0.7% | +$287 | 0.01% | 362 |
|
|
2024
Q3 | $40K | Sell |
675
-422
| -38% | -$25K | 0.01% | 355 |
|
|
2024
Q2 | $61.8K | Sell |
1,097
-16
| -1% | -$901 | 0.01% | 285 |
|
|
2024
Q1 | $62K | Sell |
1,113
-11
| -1% | -$613 | 0.01% | 283 |
|
|
2023
Q4 | $59.8K | Buy |
1,124
+4
| +0.4% | +$213 | 0.01% | 280 |
|
|
2023
Q3 | $55.4K | Buy |
1,120
+5
| +0.4% | +$247 | 0.01% | 276 |
|
|
2023
Q2 | $57.4K | Sell |
1,115
-132
| -11% | -$6.79K | 0.01% | 280 |
|
|
2023
Q1 | $62.4K | Buy |
1,247
+5
| +0.4% | +$250 | 0.02% | 263 |
|
|
2022
Q4 | $58.6K | Sell |
1,242
-74
| -6% | -$3.49K | 0.02% | 264 |
|
|
2022
Q3 | $58K | Buy |
1,316
+6
| +0.5% | +$264 | 0.02% | 244 |
|
|
2022
Q2 | $62K | Sell |
1,310
-286
| -18% | -$13.5K | 0.02% | 242 |
|
|
2022
Q1 | $86K | Buy |
1,596
+39
| +3% | +$2.1K | 0.02% | 244 |
|
|
2021
Q4 | $89K | Buy |
1,557
+3
| +0.2% | +$171 | 0.02% | 229 |
|
|
2021
Q3 | $86K | Buy |
1,554
+6
| +0.4% | +$332 | 0.02% | 238 |
|
|
2021
Q2 | $86K | Sell |
1,548
-123
| -7% | -$6.83K | 0.02% | 237 |
|
|
2021
Q1 | $89K | Sell |
1,671
-654
| -28% | -$34.8K | 0.02% | 207 |
|
|
2020
Q4 | $124K | Buy |
+2,325
| New | +$124K | 0.03% | 176 |
|