Strategic Family Wealth Counselors’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 | $5.55M | Buy |
90,200
+804
| +0.9% | +$49.5K | 1.58% | 22 |
|
|
2025
Q1 | $5.15M | Buy |
89,396
+112
| +0.1% | +$6.45K | 1.67% | 20 |
|
|
2024
Q4 | $5.12M | Buy |
89,284
+32,162
| +56% | +$1.84M | 1.67% | 21 |
|
|
2024
Q3 | $3.38M | Buy |
57,122
+2,635
| +5% | +$156K | 1.18% | 27 |
|
|
2024
Q2 | $3.07M | Buy |
54,487
+1,592
| +3% | +$89.7K | 1.17% | 29 |
|
|
2024
Q1 | $2.94M | Sell |
52,895
-18,074
| -25% | -$1.01M | 1.16% | 28 |
|
|
2023
Q4 | $3.77M | Buy |
70,969
+20,956
| +42% | +$1.11M | 1.58% | 23 |
|
|
2023
Q3 | $2.47M | Hold |
50,013
| – | – | 1.19% | 27 |
|
|
2023
Q2 | $2.57M | Hold |
50,013
| – | – | 1.18% | 27 |
|
|
2023
Q1 | $2.5M | Sell |
50,013
-69,132
| -58% | -$3.46M | 1.19% | 27 |
|
|
2022
Q4 | $5.62M | Buy |
119,145
+72,229
| +154% | +$3.41M | 2.79% | 12 |
|
|
2022
Q3 | $2.1M | Hold |
46,916
| – | – | 1.03% | 26 |
|
|
2022
Q2 | $2.25M | Sell |
46,916
-1,253
| -3% | -$60.1K | 1.08% | 26 |
|
|
2022
Q1 | $2.6M | Sell |
48,169
-4,674
| -9% | -$252K | 1.05% | 27 |
|
|
2021
Q4 | $3.02M | Buy |
52,843
+2,319
| +5% | +$132K | 0.97% | 28 |
|
|
2021
Q3 | $2.8M | Sell |
50,524
-446
| -0.9% | -$24.7K | 0.96% | 26 |
|
|
2021
Q2 | $2.85M | Buy |
50,970
+100
| +0.2% | +$5.6K | 0.93% | 25 |
|
|
2021
Q1 | $2.73M | Hold |
50,870
| – | – | 1.03% | 24 |
|
|
2020
Q4 | $2.66M | Buy |
50,870
+7,261
| +17% | +$379K | 1.37% | 20 |
|
|
2020
Q3 | $2.11M | Sell |
43,609
-13,840
| -24% | -$670K | 1.19% | 22 |
|
|
2020
Q2 | $2.67M | Buy |
57,449
+24,471
| +74% | +$1.14M | 1.68% | 18 |
|
|
2020
Q1 | $1.37M | Buy |
+32,978
| New | +$1.37M | 1.02% | 22 |
|
|
2019
Q1 | – | Sell |
-13,393
| Closed | -$553K | – | 71 |
|
|
2018
Q4 | $553K | Buy |
+13,393
| New | +$553K | 0.63% | 28 |
|