Wealth Forward LLC’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 | $6.57M | Sell |
106,735
-375
| -0.4% | -$23.1K | 4.42% | 8 |
|
|
2025
Q1 | $6.17M | Buy |
107,110
+1,381
| +1% | +$79.5K | 4.39% | 8 |
|
|
2024
Q4 | $6.06M | Buy |
105,729
+1,941
| +2% | +$111K | 4.28% | 8 |
|
|
2024
Q3 | $6.15M | Buy |
103,788
+2,808
| +3% | +$166K | 4.31% | 8 |
|
|
2024
Q2 | $5.69M | Sell |
100,980
-2,665
| -3% | -$150K | 4.44% | 8 |
|
|
2024
Q1 | $5.77M | Buy |
103,645
+1,340
| +1% | +$74.6K | 4.54% | 8 |
|
|
2023
Q4 | $5.44M | Buy |
+102,305
| New | +$5.44M | 4.6% | 8 |
|