ISHARES TR

Ticker: IYT CUSIP: 464287192 Class: US TRSPRTION

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 80 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 80 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 357 Value ($000) $24 Avg Close — Range —
Q1 2025
Shares 50 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 105 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 9,009 Value ($000) $2,373 Avg Close — Range —
Q3 2023
Shares 9,858 Value ($000) $2,304 Avg Close — Range —
Q2 2023
Shares 8,186 Value ($000) $2,045 Avg Close — Range —
Q1 2023
Shares 8,570 Value ($000) $1,953 Avg Close — Range —
Q4 2022
Shares 8,936 Value ($000) $1,908 Avg Close — Range —
Q3 2022
Shares 9,612 Value ($000) $1,889 Avg Close — Range —
Q2 2022
Shares 9,849 Value ($000) $2,097 Avg Close — Range —
Q1 2022
Shares 12,308 Value ($000) $3,322 Avg Close — Range —
Q4 2021
Shares 8,343 Value ($000) $2,307 Avg Close — Range —
Q3 2021
Shares 2,892 Value ($000) $703 Avg Close — Range —
Q2 2021
Shares 12,797 Value ($000) $3,327 Avg Close — Range —
Q1 2021
Shares 7,524 Value ($000) $1,938 Avg Close — Range —
Q4 2020
Shares 8,444 Value ($000) $1,862 Avg Close — Range —
Q3 2020
Shares 7,292 Value ($000) $1,451 Avg Close — Range —
Q2 2020
Shares 2,148 Value ($000) $349 Avg Close — Range —