Weitzel Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Weitzel Financial Services’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45M	Buy
2025 Q2	$1.12M	Buy
2025 Q1	–	Sell
2024 Q4	$756K	Buy
2024 Q3	$633K	Buy
2024 Q2	$485K	Buy
2024 Q1	$386K	Buy
2023 Q4	$318K	Buy
2023 Q3	$241K	Buy
2023 Q2	$226K	Buy
2023 Q1	$203K	Buy