Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
8,210
| – | – | 0.08% | 196 |
|
|
2025
Q1 | $473K | Hold |
8,210
| – | – | 0.08% | 192 |
|
|
2024
Q4 | $471K | Sell |
8,210
-158
| -2% | -$9.06K | 0.08% | 200 |
|
|
2024
Q3 | $496K | Buy |
8,368
+4,142
| +98% | +$245K | 0.09% | 187 |
|
|
2024
Q2 | $238K | Sell |
4,226
-82
| -2% | -$4.62K | 0.1% | 177 |
|
|
2024
Q1 | $240K | Buy |
4,308
+121
| +3% | +$6.74K | 0.11% | 172 |
|
|
2023
Q4 | $223K | Sell |
4,187
-40
| -0.9% | -$2.13K | 0.11% | 167 |
|
|
2023
Q3 | $209K | Hold |
4,227
| – | – | 0.12% | 151 |
|
|
2023
Q2 | $217K | Buy |
+4,227
| New | +$217K | 0.12% | 149 |
|
|
2022
Q4 | $229K | Buy |
4,852
+3,352
| +223% | +$158K | 0.16% | 133 |
|
|
2022
Q3 | $67K | Hold |
1,500
| – | – | 0.05% | 265 |
|
|
2022
Q2 | $72K | Hold |
1,500
| – | – | 0.05% | 275 |
|
|
2022
Q1 | $81K | Hold |
1,500
| – | – | 0.04% | 279 |
|
|
2021
Q4 | $86K | Buy |
+1,500
| New | +$86K | 0.05% | 288 |
|