Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $807K | Buy |
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|
2023
Q3 | $666K | Sell |
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|
2023
Q2 | $931K | Sell |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $838K | Sell |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $13.2M | Sell |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $4.36M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $63K | Buy |
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