Wells Fargo’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 | $24.7M | Buy |
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|
2025
Q1 | $22.1M | Sell |
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|
2024
Q4 | $115M | Buy |
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|
2024
Q3 | $22.6M | Sell |
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|
2024
Q2 | $22.7M | Sell |
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|
2024
Q1 | $22.7M | Sell |
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|
2023
Q4 | $128M | Buy |
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|
2023
Q3 | $32.1M | Buy |
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|
2023
Q2 | $28.4M | Sell |
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|
2023
Q1 | $31.8M | Sell |
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|
2022
Q4 | $322M | Buy |
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|
2022
Q3 | $51.1M | Buy |
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|
2022
Q2 | $53M | Buy |
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|
2022
Q1 | $32.3M | Sell |
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|
2021
Q4 | $106M | Buy |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $21.1M | Sell |
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|
2021
Q1 | $20.5M | Sell |
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|
2020
Q4 | $29.5M | Sell |
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|
2020
Q3 | $28.3M | Buy |
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|
2020
Q2 | $19.7M | Sell |
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|
2020
Q1 | $19.6M | Buy |
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|
2019
Q4 | $20.3M | Buy |
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|
2019
Q3 | $17.2M | Sell |
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|
2019
Q2 | $17.8M | Buy |
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|
2019
Q1 | $16.5M | Sell |
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|
2018
Q4 | $87.7M | Buy |
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|
2018
Q3 | $13.7M | Buy |
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|
2018
Q2 | $13.1M | Buy |
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|
2018
Q1 | $13.1M | Sell |
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|
2017
Q4 | $13.9M | Buy |
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|
2017
Q3 | $12.7M | Sell |
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|
2017
Q2 | $12.5M | Sell |
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|
2017
Q1 | $14.1M | Sell |
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|
2016
Q4 | $19.5M | Buy |
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|
2016
Q3 | $11.9M | Buy |
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|
2016
Q2 | $10.4M | Buy |
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|
2016
Q1 | $396K | Sell |
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|
2015
Q4 | $10.3M | Buy |
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|
2015
Q3 | $1.1M | Buy |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | $288K | Sell |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $452K | Buy |
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|
2014
Q2 | $155K | Buy |
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|
2014
Q1 | $103K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $0 | Sell |
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|
2013
Q2 | $9.29M | Buy |
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