Waterloo Capital’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 | $1.16M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2020
Q1 | $4.88M | Buy |
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