StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $2.33M | Sell |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.86M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $2.53M | Buy |
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|
2020
Q3 | $2.24M | Sell |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $2.03M | Sell |
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|
2019
Q4 | $2.37M | Buy |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.38M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $932K | Sell |
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|
2016
Q4 | $893K | Buy |
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|
2016
Q3 | $818K | Buy |
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|
2016
Q2 | $680K | Buy |
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|
2016
Q1 | $630K | Buy |
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|
2015
Q4 | $449K | Buy |
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