ISHARES TR

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

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

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

Q4 2025
Shares 5,303 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 5,302 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 8,032 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 16,281 Value ($000) $937 Avg Close — Range —
Q4 2024
Shares 17,157 Value ($000) $983 Avg Close — Range —
Q3 2024
Shares 17,079 Value ($000) $1,012 Avg Close — Range —
Q2 2024
Shares 18,282 Value ($000) $1,030 Avg Close — Range —
Q1 2024
Shares 24,388 Value ($000) $1,358 Avg Close — Range —
Q4 2023
Shares 23,335 Value ($000) $1,241 Avg Close — Range —
Q3 2023
Shares 22,646 Value ($000) $1,119 Avg Close — Range —
Q2 2023
Shares 22,369 Value ($000) $1,151 Avg Close — Range —
Q1 2023
Shares 21,195 Value ($000) $1,060 Avg Close — Range —
Q4 2022
Shares 22,395 Value ($000) $1,056 Avg Close — Range —
Q3 2022
Shares 22,641 Value ($000) $1,014 Avg Close — Range —
Q2 2022
Shares 22,858 Value ($000) $1,097 Avg Close — Range —
Q1 2022
Shares 22,722 Value ($000) $1,226 Avg Close — Range —
Q4 2021
Shares 21,497 Value ($000) $1,227 Avg Close — Range —
Q3 2021
Shares 21,492 Value ($000) $1,192 Avg Close — Range —
Q2 2021
Shares 22,020 Value ($000) $1,233 Avg Close — Range —
Q1 2021
Shares 21,955 Value ($000) $1,176 Avg Close — Range —
Q4 2020
Shares 20,750 Value ($000) $1,083 Avg Close — Range —
Q3 2020
Shares 18,869 Value ($000) $914 Avg Close — Range —
Q2 2020
Shares 19,615 Value ($000) $910 Avg Close — Range —
Q1 2020
Shares 15,477 Value ($000) $640 Avg Close — Range —
Q4 2019
Shares 11,815 Value ($000) $565 Avg Close — Range —