ISHARES TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 42,774 Value ($000) $3,831 Avg Close — Range —
Q3 2025
Shares 43,679 Value ($000) $3,850 Avg Close — Range —
Q2 2025
Shares 41,538 Value ($000) $3,464 Avg Close — Range —
Q1 2025
Shares 40,766 Value ($000) $3,119 Avg Close — Range —
Q4 2024
Shares 40,794 Value ($000) $3,125 Avg Close — Range —
Q3 2024
Shares 38,553 Value ($000) $3,042 Avg Close — Range —
Q2 2024
Shares 37,797 Value ($000) $2,826 Avg Close — Range —
Q1 2024
Shares 37,263 Value ($000) $2,737 Avg Close — Range —
Q4 2023
Shares 36,523 Value ($000) $2,522 Avg Close — Range —
Q3 2023
Shares 35,060 Value ($000) $2,226 Avg Close — Range —
Q2 2023
Shares 34,342 Value ($000) $2,278 Avg Close — Range —
Q1 2023
Shares 31,013 Value ($000) $1,972 Avg Close — Range —
Q4 2022
Shares 30,402 Value ($000) $1,817 Avg Close — Range —
Q3 2022
Shares 30,883 Value ($000) $1,712 Avg Close — Range —
Q2 2022
Shares 30,643 Value ($000) $1,835 Avg Close — Range —
Q1 2022
Shares 30,967 Value ($000) $2,135 Avg Close — Range —
Q4 2021
Shares 30,785 Value ($000) $2,242 Avg Close — Range —
Q3 2021
Shares 32,352 Value ($000) $2,259 Avg Close — Range —
Q2 2021
Shares 33,619 Value ($000) $2,375 Avg Close — Range —
Q1 2021
Shares 37,300 Value ($000) $2,496 Avg Close — Range —
Q4 2020
Shares 39,191 Value ($000) $2,515 Avg Close — Range —
Q3 2020
Shares 40,863 Value ($000) $2,370 Avg Close — Range —
Q2 2020
Shares 39,499 Value ($000) $2,168 Avg Close — Range —