Valmark Advisers’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 | $371K | Buy |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $338K | Sell |
|
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|
2024
Q1 | $577K | Buy |
|
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $337K | Buy |
|
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|
2022
Q4 | $301K | Sell |
|
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $283K | Sell |
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|
2018
Q2 | $304K | Buy |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $288K | Buy |
|