Worth Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Worth Asset Management’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 Q3	$41.1M	Buy
2025 Q2	$23.5M	Buy
2023 Q3	–	Sell
2023 Q2	$570K	Buy
2023 Q1	$427K	Buy