Spire Wealth Management’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 | $104K | Hold |
1,691
| – | – | ﹤0.01% | 951 |
|
|
2025
Q1 | $97.4K | Hold |
1,691
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q4 | $96.9K | Hold |
1,691
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q3 | $100K | Hold |
1,691
| – | – | ﹤0.01% | 910 |
|
|
2024
Q2 | $95.2K | Hold |
1,691
| – | – | ﹤0.01% | 905 |
|
|
2024
Q1 | $94.1K | Hold |
1,691
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q4 | $89.3K | Hold |
1,691
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q3 | $83.6K | Sell |
1,691
-475
| -22% | -$23.5K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $111K | Buy |
2,166
+272
| +14% | +$14K | ﹤0.01% | 939 |
|
|
2023
Q1 | $94.8K | Buy |
1,894
+1,223
| +182% | +$61.2K | ﹤0.01% | 990 |
|
|
2022
Q4 | $32K | Sell |
671
-700
| -51% | -$33.4K | ﹤0.01% | 1163 |
|
|
2022
Q3 | $61K | Sell |
1,371
-431
| -24% | -$19.2K | ﹤0.01% | 881 |
|
|
2022
Q2 | $86K | Buy |
1,802
+1
| +0.1% | +$48 | ﹤0.01% | 1087 |
|
|
2022
Q1 | $97K | Sell |
1,801
-1,038
| -37% | -$55.9K | ﹤0.01% | 1170 |
|
|
2021
Q4 | $162K | Buy |
2,839
+1,840
| +184% | +$105K | ﹤0.01% | 1183 |
|
|
2021
Q3 | $55K | Hold |
999
| – | – | ﹤0.01% | 1429 |
|
|
2021
Q2 | $56K | Buy |
+999
| New | +$56K | ﹤0.01% | 1431 |
|