Syverson Strege & Co’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 | $298K | Buy |
|
|||||
|
2025
Q1 | $272K | Buy |
|
|||||
|
2024
Q4 | $265K | Buy |
|
|||||
|
2024
Q3 | $245K | Sell |
|
|||||
|
2024
Q2 | $251K | Sell |
|
|||||
|
2024
Q1 | $418K | Buy |
|
|||||
|
2023
Q4 | $361K | Sell |
|
|||||
|
2023
Q3 | $469K | Buy |
|
|||||
|
2023
Q2 | $478K | Sell |
|
|||||
|
2023
Q1 | $494K | Buy |
|
|||||
|
2022
Q4 | $438K | Buy |
|
|||||
|
2022
Q3 | $360K | Buy |
|
|||||
|
2022
Q2 | $372K | Buy |
|
|||||
|
2022
Q1 | $406K | Sell |
|
|||||
|
2021
Q4 | $441K | Sell |
|
|||||
|
2021
Q3 | $458K | Buy |
|
|||||
|
2021
Q2 | $445K | Buy |
|
|||||
|
2021
Q1 | $382K | Buy |
|
|||||
|
2020
Q4 | $361K | Buy |
|