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

Tobias Financial Advisors’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
2025 Q3	$210K	Buy
2023 Q2	–	Sell
2023 Q1	$212K	Buy
2020 Q2	–	Sell
2020 Q1	$382K	Sell
2019 Q4	$442K	Buy