ISHARES TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 58,887 Value ($000) $3,828 Avg Close — Range —
Q3 2025
Shares 58,355 Value ($000) $3,757 Avg Close — Range —
Q2 2025
Shares 59,768 Value ($000) $3,680 Avg Close — Range —
Q1 2025
Shares 61,428 Value ($000) $3,536 Avg Close — Range —
Q4 2024
Shares 61,707 Value ($000) $3,537 Avg Close — Range —
Q3 2024
Shares 59,871 Value ($000) $3,547 Avg Close — Range —
Q2 2024
Shares 59,356 Value ($000) $3,343 Avg Close — Range —
Q1 2024
Shares 49,556 Value ($000) $2,759 Avg Close — Range —
Q4 2023
Shares 50,616 Value ($000) $2,692 Avg Close — Range —
Q3 2023
Shares 10,950 Value ($000) $541 Avg Close — Range —
Q2 2023
Shares 9,487 Value ($000) $488 Avg Close — Range —
Q1 2023
Shares 10,275 Value ($000) $514 Avg Close — Range —
Q4 2022
Shares 8,896 Value ($000) $437 Avg Close — Range —
Q2 2018
Shares 1,198 Value ($000) $53 Avg Close — Range —
Q1 2018
Shares 53 Value ($000) $2 Avg Close — Range —