Zacks Investment Management’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
Q1 | – | Sell |
-12,585
| Closed | -$721K | – | 657 |
|
|
2024
Q4 | $721K | Buy |
+12,585
| New | +$721K | 0.01% | 440 |
|
|
2024
Q1 | – | Sell |
-8,032
| Closed | -$427K | – | 642 |
|
|
2023
Q4 | $427K | Buy |
+8,032
| New | +$427K | 0.01% | 486 |
|
|
2023
Q1 | – | Sell |
-21,655
| Closed | -$1.02M | – | 634 |
|
|
2022
Q4 | $1.02M | Buy |
+21,655
| New | +$1.02M | 0.01% | 357 |
|