ISHARES TR

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

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 247,812 Value ($000) $16,110 Avg Close — Range —
Q3 2025
Shares 235,663 Value ($000) $15,172 Avg Close — Range —
Q2 2025
Shares 212,686 Value ($000) $13,095 Avg Close — Range —
Q1 2025
Shares 169,641 Value ($000) $9,766 Avg Close — Range —
Q4 2024
Shares 162,434 Value ($000) $9,311 Avg Close — Range —
Q3 2024
Shares 162,866 Value ($000) $9,648 Avg Close — Range —
Q2 2024
Shares 163,682 Value ($000) $9,219 Avg Close — Range —
Q1 2024
Shares 134,712 Value ($000) $7,499 Avg Close — Range —
Q4 2023
Shares 151,563 Value ($000) $8,062 Avg Close — Range —
Q3 2023
Shares 129,840 Value ($000) $6,415 Avg Close — Range —
Q2 2023
Shares 141,069 Value ($000) $7,258 Avg Close — Range —
Q1 2023
Shares 129,368 Value ($000) $6,472 Avg Close — Range —
Q4 2022
Shares 136,591 Value ($000) $6 Avg Close — Range —