WBH Advisory’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 | $1.05M | Sell |
17,034
-183
| -1% | -$11.3K | 0.09% | 156 |
|
|
2025
Q1 | $991K | Hold |
17,217
| – | – | 0.09% | 155 |
|
|
2024
Q4 | $987K | Hold |
17,217
| – | – | 0.09% | 150 |
|
|
2024
Q3 | $1.02M | Hold |
17,217
| – | – | 0.1% | 151 |
|
|
2024
Q2 | $970K | Hold |
17,217
| – | – | 0.1% | 148 |
|
|
2024
Q1 | $958K | Hold |
17,217
| – | – | 0.1% | 150 |
|
|
2023
Q4 | $916K | Sell |
17,217
-3,831
| -18% | -$204K | 0.1% | 155 |
|
|
2023
Q3 | $1.04M | Sell |
21,048
-115
| -0.5% | -$5.68K | 0.13% | 140 |
|
|
2023
Q2 | $1.09M | Sell |
21,163
-1,517
| -7% | -$78.1K | 0.13% | 139 |
|
|
2023
Q1 | $1.13M | Buy |
+22,680
| New | +$1.13M | 0.14% | 143 |
|
|
2022
Q3 | $207K | Sell |
4,615
-10,444
| -69% | -$468K | 0.03% | 279 |
|
|
2022
Q2 | $719K | Buy |
+15,059
| New | +$719K | 0.1% | 171 |
|