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Trilogy Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Trilogy Capital’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
$612K Sell
2025
Q2
$952K Buy
2025
Q1
$697K Sell
2024
Q4
$720K Sell
2024
Q3
$761K Sell
2024
Q2
$765K Sell
2024
Q1
$829K Sell
2023
Q4
$946K Buy
2023
Q3
$805K Buy
2023
Q2
$842K Sell
2023
Q1
$865K Buy
2022
Q4
$771K Buy
2022
Q3
$715K Sell
2022
Q2
$781K Buy
2022
Q1
$809K Buy
2021
Q4
$731K Sell
2021
Q3
$737K Sell
2021
Q2
$759K Sell
2021
Q1
$969K Sell
2020
Q4
$1.02M Sell
2020
Q3
$1.03M Buy
2020
Q2
$927K Sell
2020
Q1
$931K Sell
2019
Q4
$1.02M Buy
2019
Q3
$879K Sell
2019
Q2
$895K Sell
2019
Q1
$1.01M Buy
2018
Q4
$883K Buy
2018
Q3
$847K Buy
2018
Q2
$762K Buy
2018
Q1
$726K Buy
2017
Q4
$700K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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