ISHARES TR

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

Beacon Financial Advisory LLC's Holding History (CIK: 0001800502)

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

Q4 2025
Shares 43,727 Value ($000) $2,087 Avg Close Range
Q3 2025
Shares 43,587 Value ($000) $2,074 Avg Close Range
Q2 2025
Shares 43,451 Value ($000) $2,000 Avg Close Range
Q1 2025
Shares 44,175 Value ($000) $1,938 Avg Close Range
Q4 2024
Shares 45,292 Value ($000) $1,967 Avg Close Range
Q3 2024
Shares 45,330 Value ($000) $2,045 Avg Close Range
Q2 2024
Shares 45,249 Value ($000) $1,946 Avg Close Range
Q1 2024
Shares 49,966 Value ($000) $2,138 Avg Close Range
Q4 2023
Shares 49,421 Value ($000) $2,051 Avg Close Range
Q3 2023
Shares 61,867 Value ($000) $2,408 Avg Close Range
Q2 2023
Shares 61,540 Value ($000) $2,487 Avg Close Range
Q1 2023
Shares 61,430 Value ($000) $2,449 Avg Close Range
Q4 2022
Shares 62,838 Value ($000) $2,388 Avg Close Range
Q3 2022
Shares 82,316 Value ($000) $3,014 Avg Close Range
Q2 2022
Shares 81,883 Value ($000) $3,190 Avg Close Range
Q1 2022
Shares 83,204 Value ($000) $3,575 Avg Close Range
Q4 2021
Shares 104,542 Value ($000) $4,754 Avg Close Range
Q3 2021
Shares 107,340 Value ($000) $4,802 Avg Close Range
Q2 2021
Shares 107,641 Value ($000) $4,849 Avg Close Range
Q1 2021
Shares 113,102 Value ($000) $4,926 Avg Close Range
Q4 2020
Shares 107,915 Value ($000) $4,661 Avg Close Range
Q3 2020
Shares 54,986 Value ($000) $2,257 Avg Close Range
Q2 2020
Shares 39,779 Value ($000) $1,585 Avg Close Range
Q1 2020
Shares 38,896 Value ($000) $1,429 Avg Close Range
Q4 2019
Shares 37,396 Value ($000) $1,500 Avg Close Range