ISHARES TR

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

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 24,643 Value ($000) $1,602 Avg Close — Range —
Q3 2025
Shares 26,844 Value ($000) $1,728 Avg Close — Range —
Q2 2025
Shares 26,233 Value ($000) $1,615 Avg Close — Range —
Q1 2025
Shares 29,284 Value ($000) $1,686 Avg Close — Range —
Q4 2024
Shares 27,390 Value ($000) $1,570 Avg Close — Range —
Q3 2024
Shares 27,508 Value ($000) $1,630 Avg Close — Range —
Q2 2024
Shares 27,290 Value ($000) $1,537 Avg Close — Range —
Q1 2024
Shares 29,165 Value ($000) $1,624 Avg Close — Range —
Q4 2023
Shares 26,678 Value ($000) $1,419 Avg Close — Range —
Q3 2023
Shares 50,677 Value ($000) $2,504 Avg Close — Range —
Q2 2023
Shares 47,095 Value ($000) $2,423 Avg Close — Range —
Q1 2023
Shares 25,597 Value ($000) $1,281 Avg Close — Range —
Q4 2022
Shares 24,281 Value ($000) $1,145 Avg Close — Range —
Q3 2022
Shares 59,542 Value ($000) $2,666 Avg Close — Range —
Q2 2022
Shares 51,394 Value ($000) $2,467 Avg Close — Range —
Q1 2022
Shares 55,185 Value ($000) $2,978 Avg Close — Range —
Q4 2021
Shares 51,938 Value ($000) $2,965 Avg Close — Range —