Summit Financial Wealth Advisors’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 | $556K | Hold |
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|
2025
Q2 | $530K | Buy |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $493K | Hold |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $472K | Hold |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $470K | Hold |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $927K | Hold |
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|
2020
Q2 | $911K | Sell |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $3.2M | Hold |
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|
2019
Q3 | $3.08M | Sell |
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|
2019
Q2 | $4.25M | Sell |
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|
2019
Q1 | $5.88M | Sell |
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|
2018
Q4 | $5.66M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $266K | Sell |
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|
2017
Q1 | $520K | Hold |
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|
2016
Q4 | $498K | Hold |
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|
2016
Q3 | $505K | Buy |
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|
2016
Q2 | $481K | Sell |
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|
2016
Q1 | $476K | Hold |
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|
2015
Q4 | $469K | Buy |
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