Western Wealth Management’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
Q3 | $242K | Sell |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $825K | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.51M | Buy |
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|
2018
Q4 | $203K | Buy |
|