ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

J.W. COLE ADVISORS, INC.'s Holding History (CIK: 0001404763)

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

Q4 2025
Shares 27,858 Value ($000) $1,109 Avg Close Range
Q3 2025
Shares 24,656 Value ($000) $1,173 Avg Close Range
Q2 2025
Shares 29,261 Value ($000) $1,347 Avg Close Range
Q1 2025
Shares 26,015 Value ($000) $1,142 Avg Close Range
Q4 2024
Shares 9,649 Value ($000) $419 Avg Close Range
Q3 2024
Shares 13,045 Value ($000) $588 Avg Close Range
Q2 2024
Shares 14,566 Value ($000) $626 Avg Close Range
Q1 2024
Shares 14,065 Value ($000) $602 Avg Close Range
Q4 2023
Shares 18,030 Value ($000) $748 Avg Close Range
Q3 2023
Shares 19,767 Value ($000) $770 Avg Close Range
Q2 2023
Shares 20,196 Value ($000) $816 Avg Close Range
Q1 2023
Shares 107,719 Value ($000) $4,294 Avg Close Range
Q4 2022
Shares 20,259 Value ($000) $770 Avg Close Range
Q3 2022
Shares 34,043 Value ($000) $1,246 Avg Close Range
Q2 2022
Shares 21,352 Value ($000) $832 Avg Close Range
Q1 2022
Shares 17,750 Value ($000) $763 Avg Close Range
Q4 2021
Shares 17,580 Value ($000) $799 Avg Close Range
Q2 2021
Shares 16,785 Value ($000) $756 Avg Close Range
Q1 2021
Shares 11,765 Value ($000) $512 Avg Close Range
Q4 2020
Shares 5,355 Value ($000) $231 Avg Close Range
Q3 2020
Shares 33,023 Value ($000) $1,356 Avg Close Range
Q4 2019
Shares 24,907 Value ($000) $1,000 Avg Close Range