ISHARES TR

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

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 78,592 Value ($000) $3,751 Avg Close — Range —
Q3 2025
Shares 56,483 Value ($000) $2,687 Avg Close — Range —
Q2 2025
Shares 49,991 Value ($000) $2,302 Avg Close — Range —
Q1 2025
Shares 49,394 Value ($000) $2,167 Avg Close — Range —
Q4 2024
Shares 49,253 Value ($000) $2,140 Avg Close — Range —
Q3 2024
Shares 39,568 Value ($000) $1,785 Avg Close — Range —
Q2 2024
Shares 37,962 Value ($000) $1,633 Avg Close — Range —
Q1 2024
Shares 27,341 Value ($000) $1,170 Avg Close — Range —
Q4 2023
Shares 24,669 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 17,792 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 12,910 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 12,889 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 12,259 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 15,949 Value ($000) $583 Avg Close — Range —
Q2 2022
Shares 15,801 Value ($000) $615 Avg Close — Range —
Q1 2022
Shares 13,707 Value ($000) $589 Avg Close — Range —
Q4 2021
Shares 11,388 Value ($000) $517 Avg Close — Range —