ISHARES TR

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

TRUE Private Wealth Advisors's Holding History (CIK: 0001667074)

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

Q4 2025
Shares 124,898 Value ($000) $8,120 Avg Close — Range —
Q3 2025
Shares 121,849 Value ($000) $7,845 Avg Close — Range —
Q2 2025
Shares 117,249 Value ($000) $7,219 Avg Close — Range —
Q1 2025
Shares 115,713 Value ($000) $6,662 Avg Close — Range —
Q4 2024
Shares 114,451 Value ($000) $6,560 Avg Close — Range —
Q3 2024
Shares 112,684 Value ($000) $6,675 Avg Close — Range —
Q2 2024
Shares 111,288 Value ($000) $6,268 Avg Close — Range —
Q1 2024
Shares 112,878 Value ($000) $6,284 Avg Close — Range —
Q4 2023
Shares 110,382 Value ($000) $5,871 Avg Close — Range —
Q3 2023
Shares 99,082 Value ($000) $4,896 Avg Close — Range —
Q2 2023
Shares 98,323 Value ($000) $5,059 Avg Close — Range —
Q1 2023
Shares 91,600 Value ($000) $4,583 Avg Close — Range —
Q4 2022
Shares 107,553 Value ($000) $5,072 Avg Close — Range —
Q3 2022
Shares 105,140 Value ($000) $4,708 Avg Close — Range —
Q2 2022
Shares 108,896 Value ($000) $5,227 Avg Close — Range —
Q1 2022
Shares 100,756 Value ($000) $5,197 Avg Close — Range —
Q4 2021
Shares 43,207 Value ($000) $2,466 Avg Close — Range —
Q3 2021
Shares 32,448 Value ($000) $1,799 Avg Close — Range —
Q2 2021
Shares 29,980 Value ($000) $1,678 Avg Close — Range —
Q1 2021
Shares 30,304 Value ($000) $1,623 Avg Close — Range —
Q4 2020
Shares 31,451 Value ($000) $1,641 Avg Close — Range —
Q3 2020
Shares 36,833 Value ($000) $1,784 Avg Close — Range —
Q2 2020
Shares 37,720 Value ($000) $1,749 Avg Close — Range —
Q1 2020
Shares 25,575 Value ($000) $1,058 Avg Close — Range —
Q4 2019
Shares 4,735 Value ($000) $226 Avg Close — Range —
Q3 2019
Shares 5,243 Value ($000) $241 Avg Close — Range —
Q2 2019
Shares 4,215 Value ($000) $193 Avg Close — Range —