Waverly Advisors’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
Q2 | $15.7M | Sell |
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|
2025
Q1 | $14.9M | Sell |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $13.9M | Buy |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $9.39M | Buy |
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|
2023
Q2 | $9.73M | Buy |
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|
2023
Q1 | $9.42M | Sell |
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|
2022
Q4 | $8.9M | Buy |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $5.32M | Buy |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.77M | Sell |
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|
2021
Q2 | $3.89M | Buy |
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|
2021
Q1 | $3.66M | Buy |
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|
2020
Q4 | $3.26M | Sell |
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|
2020
Q3 | $2.92M | Sell |
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|
2020
Q2 | $3.05M | Sell |
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|
2020
Q1 | $2.67M | Sell |
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|
2019
Q4 | $3.86M | Buy |
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|
2019
Q3 | $3.45M | Buy |
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|
2019
Q2 | $3.11M | Sell |
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|
2019
Q1 | $3.08M | Buy |
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|
2018
Q4 | $2.49M | Buy |
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|
2018
Q3 | $2.69M | Buy |
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|
2018
Q2 | $2.6M | Buy |
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|
2018
Q1 | $2.57M | Buy |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $975K | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $900K | Buy |
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|
2016
Q1 | $629K | Buy |
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|
2015
Q4 | $531K | Sell |
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|
2015
Q3 | $770K | Buy |
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|
2015
Q2 | $799K | Sell |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $877K | Buy |
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|
2014
Q3 | $655K | Buy |
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|
2014
Q2 | $641K | Buy |
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|
2014
Q1 | $359K | Buy |
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|
2013
Q4 | $123K | Buy |
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|
2013
Q3 | $64K | Buy |
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