Van Hulzen Asset 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 | $288K | Buy |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $283K | Buy |
|
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $421K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $336K | Buy |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $290K | Buy |
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|
2018
Q3 | $261K | Buy |
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|
2018
Q2 | $205K | Buy |
|