Strategic Advocates’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
$495K Sell
2025
Q1
$464K Sell
2024
Q4
$469K Buy
2024
Q3
$436K Buy
2024
Q2
$395K Buy
2024
Q1
$377K Sell
2023
Q4
$370K Sell
2023
Q3
$396K Buy