Viewpoint Investment Partners’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 | $3.55M | Hold |
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|
2025
Q2 | $3.55M | Hold |
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2025
Q1 | $3.32M | Hold |
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|
2024
Q4 | $3.3M | Buy |
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|
2024
Q3 | $2.59M | Sell |
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|
2024
Q2 | $2.47M | Sell |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.85M | Hold |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $2.19M | Hold |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.58M | Hold |
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|
2022
Q2 | $2.76M | Hold |
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|
2022
Q1 | $3.29M | Hold |
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|
2021
Q4 | $3.29M | Buy |
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