Wealthedge Investment Advisors’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	$468K	Buy	7,599 +1,186	+18%	+$73K	0.2%	101
2025 Q1	$369K	Buy	6,413 +224	+4%	+$12.9K	0.17%	114
2024 Q4	$355K	Buy	+6,189	New	+$355K	0.16%	114