WhitTier Trust Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-564	Closed	-$32.3K	–	1421
2024 Q4	$32.3K	Hold	564	–	–	﹤0.01%	841
2024 Q3	$33.4K	Buy	+564	New	+$33.4K	﹤0.01%	834