ISHARES TR

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

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 14,893 Value ($000) $968 Avg Close Range
Q3 2025
Shares 14,494 Value ($000) $933 Avg Close Range
Q2 2025
Shares 11,446 Value ($000) $705 Avg Close Range
Q1 2025
Shares 7,180 Value ($000) $413 Avg Close Range
Q4 2024
Shares 5,503 Value ($000) $315 Avg Close Range
Q1 2021
Shares 4,485 Value ($000) $240 Avg Close Range
Q4 2020
Shares 4,485 Value ($000) $237 Avg Close Range
Q3 2020
Shares 4,472 Value ($000) $216 Avg Close Range
Q2 2020
Shares 4,357 Value ($000) $208 Avg Close Range
Q4 2019
Shares 4,482 Value ($000) $214 Avg Close Range
Q3 2019
Shares 4,455 Value ($000) $205 Avg Close Range