ISHARES TR

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

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

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

Q4 2025
Shares 90,676 Value ($000) $5,895 Avg Close — Range —
Q3 2025
Shares 100,914 Value ($000) $6,497 Avg Close — Range —
Q2 2025
Shares 104,606 Value ($000) $6,441 Avg Close — Range —
Q1 2025
Shares 123,923 Value ($000) $7,134 Avg Close — Range —
Q4 2024
Shares 132,955 Value ($000) $7,621 Avg Close — Range —
Q3 2024
Shares 136,645 Value ($000) $8,095 Avg Close — Range —
Q2 2024
Shares 144,632 Value ($000) $8,146 Avg Close — Range —
Q1 2024
Shares 149,960 Value ($000) $8,348 Avg Close — Range —
Q4 2023
Shares 149,153 Value ($000) $7,933 Avg Close — Range —
Q3 2023
Shares 156,982 Value ($000) $7,756 Avg Close — Range —
Q2 2023
Shares 175,990 Value ($000) $9,055 Avg Close — Range —
Q1 2023
Shares 211,033 Value ($000) $10,558 Avg Close — Range —
Q4 2022
Shares 229,188 Value ($000) $10,808 Avg Close — Range —
Q3 2022
Shares 444,286 Value ($000) $19,895 Avg Close — Range —
Q2 2022
Shares 490,929 Value ($000) $23,565 Avg Close — Range —
Q4 2021
Shares 532,907 Value ($000) $30,418 Avg Close — Range —
Q3 2021
Shares 510,962 Value ($000) $28,343 Avg Close — Range —