Summit 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
Q2 | $761K | Sell |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $803K | Buy |
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|
2024
Q2 | $749K | Sell |
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|
2024
Q1 | $750K | Sell |
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|
2023
Q4 | $719K | Sell |
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|
2023
Q3 | $682K | Buy |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $752K | Buy |
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $901K | Sell |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | $898K | Buy |
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|
2021
Q2 | $902K | Buy |
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|
2021
Q1 | $840K | Buy |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $560K | Buy |
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|
2020
Q1 | $498K | Buy |
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|
2019
Q4 | $531K | Buy |
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