ISHARES TR

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

Mascoma Wealth Management LLC's Holding History (CIK: 0001695664)

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

Q4 2025
Shares 1,218 Value ($000) $79 Avg Close Range
Q3 2025
Shares 987 Value ($000) $64 Avg Close Range
Q2 2025
Shares 1,215 Value ($000) $75 Avg Close Range
Q1 2025
Shares 1,213 Value ($000) $70 Avg Close Range
Q4 2024
Shares 1,213 Value ($000) $70 Avg Close Range
Q3 2024
Shares 1,309 Value ($000) $78 Avg Close Range
Q2 2024
Shares 1,791 Value ($000) $101 Avg Close Range
Q1 2024
Shares 3,231 Value ($000) $180 Avg Close Range
Q4 2023
Shares 6,207 Value ($000) $330 Avg Close Range
Q3 2023
Shares 6,329 Value ($000) $313 Avg Close Range
Q2 2023
Shares 6,402 Value ($000) $328 Avg Close Range
Q1 2023
Shares 7,876 Value ($000) $397 Avg Close Range
Q4 2022
Shares 8,495 Value ($000) $401 Avg Close Range
Q3 2022
Shares 7,778 Value ($000) $348 Avg Close Range
Q2 2022
Shares 7,765 Value ($000) $373 Avg Close Range
Q1 2022
Shares 8,162 Value ($000) $440 Avg Close Range
Q4 2021
Shares 7,785 Value ($000) $444 Avg Close Range
Q3 2021
Shares 6,883 Value ($000) $382 Avg Close Range
Q2 2021
Shares 6,195 Value ($000) $347 Avg Close Range
Q1 2021
Shares 4,799 Value ($000) $257 Avg Close Range
Q2 2019
Shares 752 Value ($000) $35 Avg Close Range
Q1 2019
Shares 752 Value ($000) $34 Avg Close Range
Q4 2018
Shares 752 Value ($000) $31 Avg Close Range
Q3 2018
Shares 120 Value ($000) $5 Avg Close Range
Q2 2018
Shares 120 Value ($000) $5 Avg Close Range