Zimmermann Investment Management & Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$413K	Sell
2024 Q2	$395K	Sell
2024 Q1	$434K	Sell
2023 Q4	$505K	Sell
2023 Q3	$533K	Sell
2023 Q2	$598K	Buy
2023 Q1	$460K	Sell
2022 Q4	$448K	Sell
2022 Q3	$437K	Buy