Weaver Consulting 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
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|
2025
Q1 | $4.11M | Sell |
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|
2024
Q4 | $4.31M | Buy |
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|
2024
Q3 | $4.35M | Sell |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $4.2M | Sell |
|
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|
2023
Q4 | $4.03M | Sell |
|
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.93M | Sell |
|
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|
2023
Q1 | $4.33M | Sell |
|
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|
2022
Q4 | $4.13M | Sell |
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|
2022
Q3 | $4.07M | Sell |
|
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|
2022
Q2 | $4.38M | Sell |
|
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|
2022
Q1 | $4.97M | Sell |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $5.04M | Sell |
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|
2021
Q1 | $4.84M | Sell |
|
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q3 | $4.32M | Buy |
|
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|
2020
Q2 | $4.06M | Sell |
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|
2020
Q1 | $3.69M | Buy |
|
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|
2019
Q4 | $4.06M | Buy |
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|
2019
Q3 | $3.92M | Buy |
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|
2019
Q2 | $3.92M | Buy |
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|
2019
Q1 | $3.82M | Buy |
|