Sovereign Financial Group’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 | $309K | Hold |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $275K | Buy |
|
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|
2024
Q3 | $276K | Hold |
|
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $696K | Hold |
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|
2021
Q4 | $737K | Buy |
|