Wealthcare Advisory Partners’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
2026
Q1
$203K Buy
2020
Q2
Sell
2020
Q1
$1K Hold
2019
Q4
$2K Hold
2019
Q3
$2K Hold
2019
Q2
$2K Hold
2019
Q1
$1K Hold
2018
Q4
$1K Sell
2018
Q3
$20K Buy