ISHARES TR

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

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

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

Q4 2025
Shares 18,807 Value ($000) $1,684 Avg Close — Range —
Q3 2025
Shares 19,781 Value ($000) $1,743 Avg Close — Range —
Q2 2025
Shares 17,640 Value ($000) $1,471 Avg Close — Range —
Q1 2025
Shares 15,938 Value ($000) $1,219 Avg Close — Range —
Q4 2024
Shares 17,288 Value ($000) $1,324 Avg Close — Range —
Q3 2024
Shares 16,296 Value ($000) $1,286 Avg Close — Range —
Q2 2024
Shares 15,994 Value ($000) $1,196 Avg Close — Range —
Q1 2024
Shares 14,100 Value ($000) $1,036 Avg Close — Range —
Q4 2023
Shares 13,832 Value ($000) $955 Avg Close — Range —
Q3 2023
Shares 13,162 Value ($000) $836 Avg Close — Range —
Q2 2023
Shares 16,205 Value ($000) $1,075 Avg Close — Range —
Q1 2023
Shares 15,196 Value ($000) $966 Avg Close — Range —
Q4 2022
Shares 14,020 Value ($000) $838 Avg Close — Range —
Q3 2022
Shares 13,506 Value ($000) $749 Avg Close — Range —
Q2 2022
Shares 13,253 Value ($000) $794 Avg Close — Range —
Q1 2022
Shares 13,635 Value ($000) $940 Avg Close — Range —
Q3 2021
Shares 9,456 Value ($000) $660 Avg Close — Range —
Q2 2021
Shares 9,145 Value ($000) $646 Avg Close — Range —
Q1 2021
Shares 8,780 Value ($000) $588 Avg Close — Range —
Q4 2020
Shares 11,423 Value ($000) $733 Avg Close — Range —
Q3 2020
Shares 10,081 Value ($000) $585 Avg Close — Range —
Q2 2020
Shares 9,392 Value ($000) $515 Avg Close — Range —
Q1 2020
Shares 5,209 Value ($000) $247 Avg Close — Range —
Q4 2019
Shares 8,450 Value ($000) $490 Avg Close — Range —