ISHARES TR

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

TRUE Private Wealth Advisors's Holding History (CIK: 0001667074)

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

Q4 2025
Shares 10,219 Value ($000) $915 Avg Close — Range —
Q3 2025
Shares 10,438 Value ($000) $920 Avg Close — Range —
Q2 2025
Shares 12,874 Value ($000) $1,074 Avg Close — Range —
Q1 2025
Shares 13,496 Value ($000) $1,032 Avg Close — Range —
Q4 2024
Shares 15,952 Value ($000) $1,222 Avg Close — Range —
Q3 2024
Shares 16,176 Value ($000) $1,277 Avg Close — Range —
Q2 2024
Shares 15,687 Value ($000) $1,173 Avg Close — Range —
Q1 2024
Shares 15,256 Value ($000) $1,121 Avg Close — Range —
Q4 2023
Shares 15,301 Value ($000) $1,057 Avg Close — Range —
Q3 2023
Shares 11,240 Value ($000) $714 Avg Close — Range —
Q2 2023
Shares 28,309 Value ($000) $1,878 Avg Close — Range —
Q1 2023
Shares 26,919 Value ($000) $1,712 Avg Close — Range —
Q4 2022
Shares 28,513 Value ($000) $1,704 Avg Close — Range —
Q3 2022
Shares 6,083 Value ($000) $337 Avg Close — Range —
Q2 2022
Shares 5,319 Value ($000) $318 Avg Close — Range —
Q1 2022
Shares 12,129 Value ($000) $796 Avg Close — Range —
Q4 2021
Shares 9,078 Value ($000) $661 Avg Close — Range —
Q4 2020
Shares 1,554 Value ($000) $99 Avg Close — Range —
Q3 2020
Shares 2,620 Value ($000) $152 Avg Close — Range —
Q2 2020
Shares 3,087 Value ($000) $169 Avg Close — Range —
Q1 2020
Shares 4,255 Value ($000) $201 Avg Close — Range —
Q4 2019
Shares 1,072 Value ($000) $62 Avg Close — Range —
Q2 2019
Shares 1,008 Value ($000) $55 Avg Close — Range —
Q3 2018
Shares 393 Value ($000) $21,470 Avg Close — Range —