Steward Partners Investment Advisory’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
Q2 | $248K | Buy |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.29K | Sell |
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|
2023
Q1 | $6.25K | Sell |
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|
2022
Q4 | $6.37K | Sell |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $23.6K | Sell |
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|
2020
Q4 | $31K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $28K | Buy |
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|
2019
Q2 | $12K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $15K | Buy |
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