Spire Wealth 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 | $109K | Hold |
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|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $97.4K | Hold |
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|
2024
Q4 | $96.9K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $95.2K | Hold |
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|
2024
Q1 | $94.1K | Hold |
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|
2023
Q4 | $89.3K | Hold |
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|
2023
Q3 | $83.6K | Sell |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $94.8K | Buy |
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|
2022
Q4 | $32K | Sell |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $86K | Buy |
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|
2022
Q1 | $97K | Sell |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $56K | Buy |
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