Worth Financial Advisory Group’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
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.94M | Sell |
|
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.94M | Buy |
|
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.85M | Buy |
|