Stratos Wealth Partners’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 | $1.13M | Buy |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.1M | Hold |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $4.18M | Buy |
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|
2020
Q1 | $625K | Sell |
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|
2019
Q4 | $2.69M | Buy |
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|
2019
Q3 | $772K | Buy |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $2.48M | Buy |
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|
2018
Q3 | $392K | Hold |
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|
2018
Q2 | $385K | Hold |
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|
2018
Q1 | $387K | Hold |
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|
2017
Q4 | $390K | Hold |
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|
2017
Q3 | $389K | Hold |
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|
2017
Q2 | $378K | Buy |
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|
2017
Q1 | $335K | Buy |
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|
2016
Q4 | $297K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6.9M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $544K | Buy |
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