ISHARES TR

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

Financial Strategies Group, Inc.'s Holding History (CIK: 0001774343)

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

Q4 2025
Shares 3,604 Value ($000) $328 Avg Close Range
Q3 2025
Shares 3,606 Value ($000) $323 Avg Close Range
Q2 2025
Shares 3,847 Value ($000) $320 Avg Close Range
Q1 2025
Shares 4,826 Value ($000) $358 Avg Close Range
Q4 2024
Shares 4,145 Value ($000) $314 Avg Close Range
Q3 2024
Shares 4,106 Value ($000) $324 Avg Close Range
Q2 2024
Shares 3,985 Value ($000) $300 Avg Close Range
Q1 2024
Shares 4,341 Value ($000) $317 Avg Close Range
Q4 2023
Shares 4,529 Value ($000) $313 Avg Close Range
Q3 2023
Shares 4,824 Value ($000) $307 Avg Close Range
Q2 2023
Shares 5,588 Value ($000) $371 Avg Close Range
Q1 2023
Shares 6,315 Value ($000) $402 Avg Close Range
Q4 2022
Shares 7,227 Value ($000) $432 Avg Close Range
Q3 2022
Shares 6,870 Value ($000) $381 Avg Close Range
Q2 2022
Shares 6,057 Value ($000) $363 Avg Close Range
Q1 2022
Shares 5,944 Value ($000) $410 Avg Close Range
Q4 2021
Shares 5,435 Value ($000) $396 Avg Close Range
Q3 2021
Shares 6,985 Value ($000) $488 Avg Close Range
Q2 2021
Shares 6,691 Value ($000) $473 Avg Close Range
Q1 2021
Shares 6,314 Value ($000) $423 Avg Close Range
Q4 2020
Shares 5,718 Value ($000) $367 Avg Close Range
Q3 2020
Shares 5,279 Value ($000) $306 Avg Close Range
Q2 2020
Shares 4,677 Value ($000) $257 Avg Close Range
Q1 2020
Shares 4,439 Value ($000) $211 Avg Close Range