ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

Adviser Investments LLC's Holding History (CIK: 0001544576)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,691 Value ($000) $2,301 Avg Close — Range —
Q3 2025
Shares 26,297 Value ($000) $2,318 Avg Close — Range —
Q2 2025
Shares 24,989 Value ($000) $2,084 Avg Close — Range —
Q1 2025
Shares 24,965 Value ($000) $1,910 Avg Close — Range —
Q4 2024
Shares 25,920 Value ($000) $1,986 Avg Close — Range —
Q3 2024
Shares 24,922 Value ($000) $1,967 Avg Close — Range —
Q2 2024
Shares 25,987 Value ($000) $1,943 Avg Close — Range —
Q1 2024
Shares 26,109 Value ($000) $1,918 Avg Close — Range —
Q4 2023
Shares 27,916 Value ($000) $1,928 Avg Close — Range —
Q3 2023
Shares 5,040 Value ($000) $320 Avg Close — Range —
Q2 2023
Shares 3,845 Value ($000) $255 Avg Close — Range —
Q1 2023
Shares 3,324 Value ($000) $211 Avg Close — Range —
Q2 2018
Shares 686 Value ($000) $37 Avg Close — Range —