ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 95,214 Value ($000) $13,039 Avg Close Range
Q3 2025
Shares 89,243 Value ($000) $12,709 Avg Close Range
Q2 2025
Shares 165,701 Value ($000) $22,979 Avg Close Range
Q1 2025
Shares 179,651 Value ($000) $21,107 Avg Close Range
Q4 2024
Shares 201,776 Value ($000) $25,575 Avg Close Range
Q3 2024
Shares 200,678 Value ($000) $23,538 Avg Close Range
Q2 2024
Shares 204,004 Value ($000) $22,512 Avg Close Range
Q1 2024
Shares 190,468 Value ($000) $21,740 Avg Close Range
Q4 2023
Shares 437,609 Value ($000) $45,818 Avg Close Range
Q3 2023
Shares 239,136 Value ($000) $21,845 Avg Close Range
Q2 2023
Shares 322,501 Value ($000) $31,163 Avg Close Range
Q1 2023
Shares 346,881 Value ($000) $31,584 Avg Close Range
Q4 2022
Shares 348,121 Value ($000) $29,103 Avg Close Range
Q3 2022
Shares 358,052 Value ($000) $28,082 Avg Close Range
Q2 2022
Shares 268,909 Value ($000) $21,303 Avg Close Range
Q1 2022
Shares 293,953 Value ($000) $29,542 Avg Close Range
Q4 2021
Shares 361,421 Value ($000) $41,643 Avg Close Range
Q3 2021
Shares 354,298 Value ($000) $39,706 Avg Close Range
Q2 2021
Shares 400,712 Value ($000) $45,361 Avg Close Range
Q1 2021
Shares 392,811 Value ($000) $40,090 Avg Close Range
Q4 2020
Shares 349,094 Value ($000) $35,834 Avg Close Range
Q3 2020
Shares 174,546 Value ($000) $30,174 Avg Close Range
Q2 2020
Shares 198,846 Value ($000) $31,442 Avg Close Range
Q1 2020
Shares 197,360 Value ($000) $23,997 Avg Close Range
Q4 2019
Shares 196,902 Value ($000) $30,043 Avg Close Range
Q3 2019
Shares 177,637 Value ($000) $25,109 Avg Close Range
Q2 2019
Shares 212,849 Value ($000) $30,350 Avg Close Range
Q1 2019
Shares 95,911 Value ($000) $13,012 Avg Close Range
Q4 2018
Shares 6,432 Value ($000) $731 Avg Close Range
Q3 2018
Shares 149,395 Value ($000) $20,255 Avg Close Range
Q2 2018
Shares 131,617 Value ($000) $16,680 Avg Close Range
Q1 2018
Shares 109,648 Value ($000) $13,481 Avg Close Range
Q4 2017
Shares 81,231 Value ($000) $9,800 Avg Close Range
Q3 2017
Shares 68,969 Value ($000) $7,807 Avg Close Range
Q2 2017
Shares 48,926 Value ($000) $5,287 Avg Close Range
Q1 2017
Shares 34,251 Value ($000) $3,554 Avg Close Range
Q4 2016
Shares 10,879 Value ($000) $1,060 Avg Close Range