TRUE Private Wealth Advisors’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
Q2 | $7.22M | Buy |
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|
2025
Q1 | $6.66M | Buy |
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|
2024
Q4 | $6.56M | Buy |
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|
2024
Q3 | $6.68M | Buy |
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $6.28M | Buy |
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|
2023
Q4 | $5.87M | Buy |
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|
2023
Q3 | $4.9M | Buy |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $4.71M | Sell |
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|
2022
Q2 | $5.23M | Buy |
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|
2022
Q1 | $5.2M | Buy |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $193K | Buy |
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