ISHARES TR

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

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

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

Q4 2025
Shares 38,206 Value ($000) $3,422 Avg Close Range
Q3 2025
Shares 36,040 Value ($000) $3,204 Avg Close Range
Q2 2025
Shares 35,091 Value ($000) $2,968 Avg Close Range
Q1 2025
Shares 33,904 Value ($000) $2,582 Avg Close Range
Q4 2024
Shares 28,442 Value ($000) $2,191 Avg Close Range
Q3 2024
Shares 27,588 Value ($000) $2,148 Avg Close Range
Q2 2024
Shares 28,071 Value ($000) $2,101 Avg Close Range
Q1 2024
Shares 26,711 Value ($000) $1,962 Avg Close Range
Q4 2023
Shares 28,019 Value ($000) $1,935 Avg Close Range
Q3 2023
Shares 27,125 Value ($000) $1,722 Avg Close Range
Q2 2023
Shares 18,913 Value ($000) $1,255 Avg Close Range
Q1 2023
Shares 17,211 Value ($000) $1,094 Avg Close Range
Q4 2022
Shares 14,431 Value ($000) $862 Avg Close Range
Q3 2022
Shares 14,493 Value ($000) $804 Avg Close Range
Q2 2022
Shares 14,041 Value ($000) $841 Avg Close Range
Q1 2022
Shares 15,098 Value ($000) $1,041 Avg Close Range
Q4 2021
Shares 14,982 Value ($000) $1,091 Avg Close Range
Q3 2021
Shares 12,003 Value ($000) $838 Avg Close Range
Q2 2021
Shares 10,939 Value ($000) $773 Avg Close Range
Q1 2021
Shares 10,256 Value ($000) $686 Avg Close Range
Q4 2020
Shares 4,058 Value ($000) $260 Avg Close Range
Q3 2020
Shares 3,668 Value ($000) $213 Avg Close Range
Q2 2020
Shares 3,692 Value ($000) $203 Avg Close Range
Q4 2019
Shares 3,845 Value ($000) $223 Avg Close Range