Sunbelt Securities’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 | $433K | Buy |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $204K | Hold |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $192K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $807K | Hold |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $802K | Buy |
|