Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $583K | Buy |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $914K | Hold |
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|
2021
Q4 | $914K | Sell |
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|
2021
Q3 | $964K | Sell |
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|
2021
Q2 | $991K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $831K | Buy |
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|
2020
Q3 | $726K | Buy |
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|
2020
Q2 | $685K | Buy |
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|
2019
Q4 | $596K | Buy |
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|
2019
Q3 | $552K | Sell |
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|
2019
Q2 | $587K | Sell |
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|
2019
Q1 | $596K | Sell |
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|
2018
Q4 | $559K | Buy |
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|
2015
Q3 | $265K | Sell |
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|
2015
Q2 | $289K | Sell |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $290K | Buy |
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