Summit Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Summit Financial’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$221K	Sell
2022 Q4	$291K	Buy
2020 Q2	–	Sell
2020 Q1	$933K	Hold
2019 Q4	$1.08M	Buy
2019 Q2	–	Sell
2019 Q1	$2.11M	Buy
2018 Q4	$1.94M	Buy