World Investment Advisors’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
Q2 | $563K | Sell |
9,149
-91
| -1% | -$5.6K | 0.01% | 690 |
|
|
2025
Q1 | $532K | Sell |
9,240
-1,126
| -11% | -$64.8K | 0.01% | 680 |
|
|
2024
Q4 | $594K | Buy |
10,366
+1,455
| +16% | +$83.4K | 0.02% | 617 |
|
|
2024
Q3 | $528K | Buy |
8,911
+4,634
| +108% | +$275K | 0.02% | 582 |
|
|
2024
Q2 | $241K | Hold |
4,277
| – | – | 0.02% | 546 |
|
|
2024
Q1 | $238K | Hold |
4,277
| – | – | 0.03% | 348 |
|
|
2023
Q4 | $227K | Buy |
+4,277
| New | +$227K | 0.03% | 344 |
|