ISHARES TR

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

NewEdge Advisors, LLC's Holding History (CIK: 0001633516)

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

Q4 2025
Shares 36,045 Value ($000) $3,228 Avg Close Range
Q3 2025
Shares 33,842 Value ($000) $2,983 Avg Close Range
Q2 2025
Shares 34,158 Value ($000) $2,849 Avg Close Range
Q1 2025
Shares 34,106 Value ($000) $2,609 Avg Close Range
Q4 2024
Shares 34,360 Value ($000) $2,632 Avg Close Range
Q3 2024
Shares 36,729 Value ($000) $2,898 Avg Close Range
Q2 2024
Shares 39,860 Value ($000) $2,981 Avg Close Range
Q1 2024
Shares 40,441 Value ($000) $2,971 Avg Close Range
Q4 2023
Shares 39,317 Value ($000) $2,709 Avg Close Range
Q3 2023
Shares 39,608 Value ($000) $2,515 Avg Close Range
Q2 2023
Shares 40,714 Value ($000) $2,701 Avg Close Range
Q1 2023
Shares 340 Value ($000) $22 Avg Close Range
Q4 2022
Shares 331 Value ($000) $0 Avg Close Range