Viewpoint Investment Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Hold |
57,590
| – | – | 1.94% | 13 |
|
|
2025
Q1 | $3.32M | Hold |
57,590
| – | – | 1.79% | 5 |
|
|
2024
Q4 | $3.3M | Buy |
57,590
+13,910
| +32% | +$797K | 4.3% | 5 |
|
|
2024
Q3 | $2.59M | Sell |
43,680
-150
| -0.3% | -$8.89K | 2.08% | 5 |
|
|
2024
Q2 | $2.47M | Sell |
43,830
-13,760
| -24% | -$775K | 2.16% | 6 |
|
|
2024
Q1 | $3.21M | Buy |
57,590
+13,760
| +31% | +$766K | 2.45% | 6 |
|
|
2023
Q4 | $2.33M | Sell |
43,830
-13,760
| -24% | -$732K | 1.63% | 8 |
|
|
2023
Q3 | $2.85M | Hold |
57,590
| – | – | 2.39% | 7 |
|
|
2023
Q2 | $2.96M | Buy |
57,590
+13,760
| +31% | +$708K | 1.86% | 6 |
|
|
2023
Q1 | $2.19M | Hold |
43,830
| – | – | 1.74% | 6 |
|
|
2022
Q4 | $2.07M | Sell |
43,830
-13,760
| -24% | -$649K | 2.02% | 6 |
|
|
2022
Q3 | $2.58M | Hold |
57,590
| – | – | 3.07% | 8 |
|
|
2022
Q2 | $2.76M | Hold |
57,590
| – | – | 3.14% | 8 |
|
|
2022
Q1 | $3.29M | Hold |
57,590
| – | – | 2.61% | 7 |
|
|
2021
Q4 | $3.29M | Buy |
+57,590
| New | +$3.29M | 1.86% | 8 |
|