ISHARES TR

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

Kingsview Wealth Management, LLC's Holding History (CIK: 0001791965)

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

Q4 2025
Shares 8,923 Value ($000) $580 Avg Close — Range —
Q3 2025
Shares 9,020 Value ($000) $581 Avg Close — Range —
Q2 2025
Shares 9,057 Value ($000) $558 Avg Close — Range —
Q1 2025
Shares 9,551 Value ($000) $550 Avg Close — Range —
Q4 2024
Shares 9,618 Value ($000) $551 Avg Close — Range —
Q3 2024
Shares 10,389 Value ($000) $615 Avg Close — Range —
Q2 2024
Shares 11,094 Value ($000) $625 Avg Close — Range —
Q1 2024
Shares 14,400 Value ($000) $802 Avg Close — Range —
Q4 2023
Shares 22,066 Value ($000) $1,174 Avg Close — Range —
Q3 2023
Shares 30,535 Value ($000) $1,509 Avg Close — Range —
Q2 2023
Shares 32,380 Value ($000) $1,666 Avg Close — Range —
Q1 2023
Shares 18,624 Value ($000) $932 Avg Close — Range —
Q4 2022
Shares 7,876 Value ($000) $371 Avg Close — Range —
Q3 2022
Shares 7,275 Value ($000) $326 Avg Close — Range —
Q2 2022
Shares 7,268 Value ($000) $349 Avg Close — Range —
Q1 2022
Shares 7,180 Value ($000) $387 Avg Close — Range —
Q4 2021
Shares 6,012 Value ($000) $343 Avg Close — Range —
Q3 2021
Shares 7,269 Value ($000) $403 Avg Close — Range —
Q2 2021
Shares 7,095 Value ($000) $398 Avg Close — Range —
Q1 2021
Shares 6,148 Value ($000) $332 Avg Close — Range —
Q4 2020
Shares 5,534 Value ($000) $289 Avg Close — Range —
Q3 2020
Shares 4,147 Value ($000) $201 Avg Close — Range —