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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,232	Closed	-$212K	–	97
2023 Q1	$212K	Buy	+4,232	New	+$212K	0.06%	77
2020 Q2	–	Sell	-9,236	Closed	-$382K	–	65
2020 Q1	$382K	Sell	9,236 -7	-0.1%	-$290	0.28%	39
2019 Q4	$442K	Buy	+9,243	New	+$442K	0.28%	39