Tyler-Stone Wealth Management’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 | $505K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $496K | Buy |
|
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $240K | Buy |
|
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2022
Q4 | $229K | Buy |
|
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $86K | Buy |
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