Vestmark Advisory Solutions’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
Q1 | – | Sell |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $312K | Buy |
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