Transcendent Capital Group’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
Q3
$311K Buy
2025
Q1
Sell
2024
Q4
$41.6K Hold
2024
Q3
$43K Hold
2024
Q2
$40.9K Buy
2024
Q1
$40.3K Hold
2023
Q4
$38.5K Buy