Strategic Advocates’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 | $495K | Sell |
8,039
-26
| -0.3% | -$1.6K | 0.15% | 76 |
|
|
2025
Q1 | $464K | Sell |
8,065
-125
| -2% | -$7.2K | 0.16% | 70 |
|
|
2024
Q4 | $469K | Buy |
8,190
+833
| +11% | +$47.7K | 0.16% | 67 |
|
|
2024
Q3 | $436K | Buy |
7,357
+337
| +5% | +$20K | 0.16% | 80 |
|
|
2024
Q2 | $395K | Buy |
7,020
+246
| +4% | +$13.9K | 0.16% | 76 |
|
|
2024
Q1 | $377K | Sell |
6,774
-191
| -3% | -$10.6K | 0.15% | 80 |
|
|
2023
Q4 | $370K | Sell |
6,965
-1,041
| -13% | -$55.4K | 0.16% | 96 |
|
|
2023
Q3 | $396K | Buy |
+8,006
| New | +$396K | 0.19% | 95 |
|