Wealth Enhancement Advisory Services’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 | $5.04M | Sell |
81,978
-51,036
| -38% | -$3.14M | 0.01% | 894 |
|
|
2025
Q1 | $7.66M | Sell |
133,014
-909
| -0.7% | -$52.3K | 0.01% | 675 |
|
|
2024
Q4 | $7.68M | Buy |
133,923
+59,556
| +80% | +$3.41M | 0.01% | 642 |
|
|
2024
Q3 | $4.41M | Sell |
74,367
-2,292
| -3% | -$136K | 0.01% | 770 |
|
|
2024
Q2 | $4.32M | Buy |
76,659
+169
| +0.2% | +$9.52K | 0.01% | 725 |
|
|
2024
Q1 | $4.26M | Buy |
76,490
+1,575
| +2% | +$87.7K | 0.01% | 709 |
|
|
2023
Q4 | $3.98M | Buy |
74,915
+534
| +0.7% | +$28.4K | 0.01% | 669 |
|
|
2023
Q3 | $3.68M | Buy |
+74,381
| New | +$3.68M | 0.01% | 660 |
|