ISHARES TR

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

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 29,869 Value ($000) $2,675 Avg Close — Range —
Q3 2025
Shares 28,683 Value ($000) $2,528 Avg Close — Range —
Q2 2025
Shares 28,969 Value ($000) $2,416 Avg Close — Range —
Q1 2025
Shares 27,826 Value ($000) $2,129 Avg Close — Range —
Q4 2024
Shares 25,956 Value ($000) $1,989 Avg Close — Range —
Q3 2024
Shares 24,489 Value ($000) $1,932 Avg Close — Range —
Q2 2024
Shares 24,265 Value ($000) $1,815 Avg Close — Range —
Q1 2024
Shares 24,191 Value ($000) $1,777 Avg Close — Range —
Q4 2023
Shares 20,798 Value ($000) $1,436 Avg Close — Range —
Q3 2023
Shares 90,164 Value ($000) $5,724 Avg Close — Range —
Q2 2023
Shares 92,416 Value ($000) $6,131 Avg Close — Range —
Q1 2023
Shares 16,133 Value ($000) $1,026 Avg Close — Range —
Q4 2022
Shares 14,262 Value ($000) $852 Avg Close — Range —
Q3 2022
Shares 87,889 Value ($000) $4,873 Avg Close — Range —
Q2 2022
Shares 87,733 Value ($000) $5,254 Avg Close — Range —
Q1 2022
Shares 86,297 Value ($000) $5,949 Avg Close — Range —
Q4 2021
Shares 83,455 Value ($000) $6,077 Avg Close — Range —