Transce3nd’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
2025
Q2
$56K Sell
910
-55
-6% -$3.39K 0.02% 270
2025
Q1
$55.6K Buy
965
+5
+0.5% +$288 0.02% 266
2024
Q4
$55K Buy
+960
New +$55K 0.02% 349