ISHARES TR

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

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 177,854 Value ($000) $15,929 Avg Close — Range —
Q3 2025
Shares 145,705 Value ($000) $12,843 Avg Close — Range —
Q2 2025
Shares 136,981 Value ($000) $11,424 Avg Close — Range —
Q1 2025
Shares 128,484 Value ($000) $9,829 Avg Close — Range —
Q4 2024
Shares 105,723 Value ($000) $8,099 Avg Close — Range —
Q3 2024
Shares 79,473 Value ($000) $6,271 Avg Close — Range —
Q2 2024
Shares 74,097 Value ($000) $5,541 Avg Close — Range —
Q1 2024
Shares 63,495 Value ($000) $4,664 Avg Close — Range —
Q4 2023
Shares 57,035 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 54,520 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 48,231 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 44,408 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 30,510 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 22,090 Value ($000) $1,224 Avg Close — Range —
Q2 2022
Shares 12,149 Value ($000) $727 Avg Close — Range —
Q1 2022
Shares 7,172 Value ($000) $494 Avg Close — Range —
Q4 2021
Shares 2,892 Value ($000) $210 Avg Close — Range —