Wealth & Pension Services Group’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
2019
Q3
$798K Buy
2019
Q2
$774K Buy
2019
Q1
$693K Sell
2018
Q4
$645K Buy
2018
Q3
$679K Buy
2018
Q2
$559K Buy