Wolff Wiese Magana’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 | $151K | Sell |
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|
2025
Q2 | $151K | Buy |
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|
2025
Q1 | $141K | Sell |
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|
2024
Q4 | $142K | Buy |
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|
2024
Q3 | $146K | Buy |
|
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|
2024
Q2 | $139K | Hold |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $198K | Buy |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $170K | Buy |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $154K | Sell |
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|
2020
Q4 | $159K | Buy |
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