Wealth Enhancement Advisory Services
AOR icon

Wealth Enhancement Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.04M Sell
2025
Q1 		$7.66M Sell
2024
Q4 		$7.68M Buy
2024
Q3 		$4.41M Sell
2024
Q2 		$4.32M Buy
2024
Q1 		$4.26M Buy
2023
Q4 		$3.98M Buy
2023
Q3 		$3.68M Buy