ISHARES TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 37,840 Value ($000) $2,460 Avg Close — Range —
Q3 2025
Shares 22,731 Value ($000) $1,463 Avg Close — Range —
Q2 2025
Shares 10,460 Value ($000) $644 Avg Close — Range —
Q1 2025
Shares 9,868 Value ($000) $570 Avg Close — Range —
Q4 2024
Shares 22,095 Value ($000) $1,266 Avg Close — Range —
Q3 2024
Shares 22,339 Value ($000) $1,324 Avg Close — Range —
Q1 2024
Shares 11,500 Value ($000) $640 Avg Close — Range —
Q4 2023
Shares 11,800 Value ($000) $628 Avg Close — Range —
Q2 2023
Shares 11,875 Value ($000) $611 Avg Close — Range —