Wealthspire Advisors (New York)’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	$519K	Sell	8,436 -366	-4%	-$22.5K	﹤0.01%	531
2025 Q1	$507K	Buy	8,802 +4,212	+92%	+$242K	﹤0.01%	512
2024 Q4	$263K	Buy	+4,590	New	+$263K	﹤0.01%	672