WestEnd Advisors’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 | $2.74M | Sell |
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|
2025
Q1 | $5.59M | Sell |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $2.07M | Sell |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $5.73M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $7.36M | Sell |
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|
2022
Q2 | $15.3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $183K | Sell |
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|
2020
Q4 | $197K | Buy |
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|
2020
Q3 | $69.2K | Sell |
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|
2020
Q2 | $93.6K | Sell |
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|
2020
Q1 | $2.09M | Buy |
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|
2019
Q4 | $14.7K | Sell |
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|
2019
Q3 | $18.6K | Buy |
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|
2019
Q2 | $2.39K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $140K | Sell |
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|
2018
Q2 | $188K | Buy |
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|
2018
Q1 | $129K | Buy |
|