ISHARES TR

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

American Trust's Holding History (CIK: 0001905128)

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

Q4 2025
Shares 25,565 Value ($000) $1,220 Avg Close — Range —
Q3 2025
Shares 98,698 Value ($000) $4,696 Avg Close — Range —
Q2 2025
Shares 98,085 Value ($000) $4,516 Avg Close — Range —
Q4 2024
Shares 165,906 Value ($000) $7,207 Avg Close — Range —
Q1 2024
Shares 8,786 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 8,306 Value ($000) $345 Avg Close — Range —
Q3 2023
Shares 7,434 Value ($000) $289 Avg Close — Range —
Q1 2023
Shares 7,244 Value ($000) $290 Avg Close — Range —
Q4 2022
Shares 7,088 Value ($000) $269 Avg Close — Range —
Q3 2022
Shares 7,107 Value ($000) $260 Avg Close — Range —
Q2 2022
Shares 36,978 Value ($000) $1,441 Avg Close — Range —