ISHARES TR

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

Syverson Strege & Co's Holding History (CIK: 0001682057)

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

Q4 2025
Shares 4,672 Value ($000) $304 Avg Close — Range —
Q3 2025
Shares 4,835 Value ($000) $311 Avg Close — Range —
Q2 2025
Shares 4,843 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 4,724 Value ($000) $272 Avg Close — Range —
Q4 2024
Shares 4,626 Value ($000) $265 Avg Close — Range —
Q3 2024
Shares 4,144 Value ($000) $245 Avg Close — Range —
Q2 2024
Shares 4,465 Value ($000) $251 Avg Close — Range —
Q1 2024
Shares 7,507 Value ($000) $418 Avg Close — Range —
Q4 2023
Shares 6,780 Value ($000) $361 Avg Close — Range —
Q3 2023
Shares 9,499 Value ($000) $469 Avg Close — Range —
Q2 2023
Shares 9,286 Value ($000) $478 Avg Close — Range —
Q1 2023
Shares 9,867 Value ($000) $494 Avg Close — Range —
Q4 2022
Shares 9,286 Value ($000) $438 Avg Close — Range —
Q3 2022
Shares 8,048 Value ($000) $360 Avg Close — Range —
Q2 2022
Shares 7,758 Value ($000) $372 Avg Close — Range —
Q1 2022
Shares 7,526 Value ($000) $406 Avg Close — Range —
Q4 2021
Shares 7,730 Value ($000) $441 Avg Close — Range —
Q3 2021
Shares 8,262 Value ($000) $458 Avg Close — Range —
Q2 2021
Shares 7,944 Value ($000) $445 Avg Close — Range —
Q1 2021
Shares 7,136 Value ($000) $382 Avg Close — Range —
Q4 2020
Shares 6,919 Value ($000) $361 Avg Close — Range —