ISHARES TR

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

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 113,071 Value ($000) $7,351 Avg Close — Range —
Q3 2025
Shares 102,734 Value ($000) $6,614 Avg Close — Range —
Q2 2025
Shares 98,383 Value ($000) $6,057 Avg Close — Range —
Q1 2025
Shares 99,722 Value ($000) $5,741 Avg Close — Range —
Q4 2024
Shares 102,412 Value ($000) $5,870 Avg Close — Range —
Q3 2024
Shares 79,255 Value ($000) $4,695 Avg Close — Range —
Q2 2024
Shares 71,769 Value ($000) $4,042 Avg Close — Range —
Q1 2024
Shares 68,052 Value ($000) $3,788 Avg Close — Range —
Q4 2023
Shares 64,958 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 60,573 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 54,192 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 38,866 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 47,484 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 45,349 Value ($000) $2,030 Avg Close — Range —
Q2 2022
Shares 30,313 Value ($000) $1,455 Avg Close — Range —
Q1 2022
Shares 17,763 Value ($000) $958 Avg Close — Range —
Q4 2021
Shares 10,501 Value ($000) $599 Avg Close — Range —