WFAG
Worth Financial Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
25,655
-329
| -1% | -$20.3K | 0.97% | 24 |
|
|
2025
Q1 | $1.5M | Sell |
25,984
-2,039
| -7% | -$117K | 0.95% | 24 |
|
|
2024
Q4 | $1.61M | Sell |
28,023
-5,458
| -16% | -$313K | 0.99% | 22 |
|
|
2024
Q3 | $1.98M | Sell |
33,481
-993
| -3% | -$58.8K | 1.17% | 19 |
|
|
2024
Q2 | $1.94M | Sell |
34,474
-3,284
| -9% | -$185K | 1.27% | 21 |
|
|
2024
Q1 | $2.1M | Sell |
37,758
-595
| -2% | -$33.1K | 1.46% | 17 |
|
|
2023
Q4 | $2.04M | Buy |
38,353
+393
| +1% | +$20.9K | 1.63% | 15 |
|
|
2023
Q3 | $1.88M | Buy |
37,960
+226
| +0.6% | +$11.2K | 1.69% | 15 |
|
|
2023
Q2 | $1.94M | Buy |
37,734
+2,988
| +9% | +$154K | 1.8% | 15 |
|
|
2023
Q1 | $1.74M | Sell |
34,746
-4,573
| -12% | -$229K | 1.66% | 16 |
|
|
2022
Q4 | $1.85M | Buy |
+39,319
| New | +$1.85M | 2.15% | 13 |
|