Strategic Family Wealth Counselors’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 | $5.98M | Buy |
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|
2025
Q2 | $5.55M | Buy |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $2.47M | Hold |
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|
2023
Q2 | $2.57M | Hold |
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|
2023
Q1 | $2.5M | Sell |
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|
2022
Q4 | $5.62M | Buy |
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|
2022
Q3 | $2.1M | Hold |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $2.8M | Sell |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.73M | Hold |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $553K | Buy |
|