Stephens Consulting’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 | $7.92K | Hold |
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|
2025
Q2 | $7.57K | Hold |
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|
2025
Q1 | $7.08K | Hold |
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|
2024
Q4 | $7.05K | Buy |
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|
2024
Q3 | $6.52K | Hold |
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|
2024
Q2 | $6.2K | Hold |
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|
2024
Q1 | $6.12K | Hold |
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|
2023
Q4 | $5.85K | Hold |
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|
2023
Q3 | $5.44K | Hold |
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|
2023
Q2 | $5.66K | Hold |
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|
2023
Q1 | $5.5K | Hold |
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|
2022
Q4 | $5.19K | Hold |
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|
2022
Q3 | $4.93K | Sell |
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|
2022
Q2 | $17.7K | Sell |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $27.5K | Buy |
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