Westmount Partners’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 | $961K | Buy |
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|
2025
Q2 | $770K | Buy |
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|
2025
Q1 | $698K | Sell |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $663K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $772K | Buy |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $571K | Buy |
|