ISHARES TR

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

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 6,191 Value ($000) $402 Avg Close — Range —
Q4 2018
Shares 122,060 Value ($000) $5,042 Avg Close — Range —
Q3 2018
Shares 117,385 Value ($000) $5,298 Avg Close — Range —
Q3 2017
Shares 88,602 Value ($000) $3,972 Avg Close — Range —
Q2 2017
Shares 78,126 Value ($000) $3,407 Avg Close — Range —
Q1 2017
Shares 73,180 Value ($000) $3,102 Avg Close — Range —
Q4 2016
Shares 67,031 Value ($000) $2,720 Avg Close — Range —
Q3 2016
Shares 63,835 Value ($000) $2,627 Avg Close — Range —
Q2 2016
Shares 63,405 Value ($000) $2,538 Avg Close — Range —
Q1 2016
Shares 59,141 Value ($000) $2,333 Avg Close — Range —
Q4 2015
Shares 56,099 Value ($000) $2,181 Avg Close — Range —
Q3 2015
Shares 51,090 Value ($000) $1,949 Avg Close — Range —