Venturi 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
Q3 | $556K | Buy |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $371K | Sell |
|
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $388K | Buy |
|
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $312K | Buy |
|
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $228K | Buy |
|
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.62M | Buy |
|