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Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in ISHARES TR

RWA WEALTH PARTNERS, LLC holds 81,939 shares of AOR (ISHARES TR), worth $5.7M as of 2026-Q2. The position was increased (+42.4% shares). AOR represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$5.7M

Current Shares

81,939

Total Value Change

+$2.1M

Total Shares Change

+22,068

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
81,939
+42.4%
$5.7M0.1%$68.98
36
2026-Q1
Decreased
57,562
-2.3%
$3.7M0.0%$66.17
0
2025-Q4
Increased
58,887
+0.9%
$3.8M0.0%$65.32
27
2025-Q3
Decreased
58,355
-2.4%
$3.8M0.0%$63.31
0
2025-Q2
Decreased
59,768
-2.7%
$3.7M0.0%$59.99
0
2025-Q1
Decreased
61,428
-0.5%
$3.5M0.0%$55.97
0
2024-Q4
Increased
61,707
+3.1%
$3.5M0.0%$55.83
27
2024-Q3
Increased
59,871
+0.9%
$3.5M0.0%$56.87
27

Other major holders of AOR: BlackRock, Inc., WELLS FARGO & COMPANY/MN

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