ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

WBH ADVISORY INC's Holding History (CIK: 0001259671)

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

Q4 2025
Shares 17,034 Value ($000) $1,107 Avg Close — Range —
Q3 2025
Shares 17,034 Value ($000) $1,097 Avg Close — Range —
Q2 2025
Shares 17,034 Value ($000) $1,049 Avg Close — Range —
Q1 2025
Shares 17,217 Value ($000) $991 Avg Close — Range —
Q4 2024
Shares 17,217 Value ($000) $987 Avg Close — Range —
Q3 2024
Shares 17,217 Value ($000) $1,020 Avg Close — Range —
Q2 2024
Shares 17,217 Value ($000) $970 Avg Close — Range —
Q1 2024
Shares 17,217 Value ($000) $958 Avg Close — Range —
Q4 2023
Shares 17,217 Value ($000) $916 Avg Close — Range —
Q3 2023
Shares 21,048 Value ($000) $1,040 Avg Close — Range —
Q2 2023
Shares 21,163 Value ($000) $1,089 Avg Close — Range —
Q1 2023
Shares 22,680 Value ($000) $1,135 Avg Close — Range —
Q3 2022
Shares 4,615 Value ($000) $207 Avg Close — Range —
Q2 2022
Shares 15,059 Value ($000) $719 Avg Close — Range —