WFA of San Diego’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

WFA of San Diego’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 Q2	$1.23K	Buy
2024 Q3	$1.19K	Hold
2024 Q2	$1.13K	Buy
2020 Q3	–	Sell
2020 Q2	$314K	Buy