tru Independence’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
2021
Q3
Sell
-1,630
Closed -$91K 203
2021
Q2
$91K Buy
+1,630
New +$91K 0.03% 138
2020
Q1
Sell
-1,612
Closed -$67K 727
2019
Q4
$67K Buy
+1,612
New +$67K 0.01% 336