ISHARES TR

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

KESTRA PRIVATE WEALTH SERVICES, LLC's Holding History (CIK: 0001649451)

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

Q4 2025
Shares 92,254 Value ($000) $8,262 Avg Close — Range —
Q3 2025
Shares 92,813 Value ($000) $8,180 Avg Close — Range —
Q2 2025
Shares 83,109 Value ($000) $6,931 Avg Close — Range —
Q1 2025
Shares 78,481 Value ($000) $6,004 Avg Close — Range —
Q4 2024
Shares 70,430 Value ($000) $5,396 Avg Close — Range —
Q3 2024
Shares 63,329 Value ($000) $4,997 Avg Close — Range —
Q2 2024
Shares 64,085 Value ($000) $4,792 Avg Close — Range —
Q1 2024
Shares 61,073 Value ($000) $4,486 Avg Close — Range —
Q4 2023
Shares 51,131 Value ($000) $3,531 Avg Close — Range —