Successful Portfolios’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	$348K	Hold	5,660	–	–	0.21%	99
2025 Q1	$326K	Buy	+5,660	New	+$326K	0.22%	95