ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 308,358 Value ($000) $29,686 Avg Close — Range —
Q3 2025
Shares 286,786 Value ($000) $27,689 Avg Close — Range —
Q2 2025
Shares 250,817 Value ($000) $23,068 Avg Close — Range —
Q1 2025
Shares 218,665 Value ($000) $18,602 Avg Close — Range —
Q4 2024
Shares 190,538 Value ($000) $16,843 Avg Close — Range —
Q3 2024
Shares 183,985 Value ($000) $16,216 Avg Close — Range —
Q2 2024
Shares 501,030 Value ($000) $40,624 Avg Close — Range —
Q1 2024
Shares 490,875 Value ($000) $41,278 Avg Close — Range —
Q4 2023
Shares 583,661 Value ($000) $45,082 Avg Close — Range —
Q3 2023
Shares 512,642 Value ($000) $35,500 Avg Close — Range —
Q2 2023
Shares 496,382 Value ($000) $36,251 Avg Close — Range —
Q1 2023
Shares 497,927 Value ($000) $34,815 Avg Close — Range —
Q4 2022
Shares 540,240 Value ($000) $36,439 Avg Close — Range —
Q3 2022
Shares 538,824 Value ($000) $33,488 Avg Close — Range —
Q2 2022
Shares 600,520 Value ($000) $38,830 Avg Close — Range —
Q1 2022
Shares 551,212 Value ($000) $43,017 Avg Close — Range —
Q4 2021
Shares 500,139 Value ($000) $41,517 Avg Close — Range —
Q3 2021
Shares 458,018 Value ($000) $35,826 Avg Close — Range —
Q2 2021
Shares 399,228 Value ($000) $31,635 Avg Close — Range —
Q1 2021
Shares 336,561 Value ($000) $24,882 Avg Close — Range —
Q4 2020
Shares 286,750 Value ($000) $19,657 Avg Close — Range —
Q3 2020
Shares 255,654 Value ($000) $14,669 Avg Close — Range —
Q2 2020
Shares 252,770 Value ($000) $13,548 Avg Close — Range —
Q1 2020
Shares 153,264 Value ($000) $6,616 Avg Close — Range —
Q4 2019
Shares 51,170 Value ($000) $3,051 Avg Close — Range —
Q3 2019
Shares 28,075 Value ($000) $1,571 Avg Close — Range —
Q2 2019
Shares 15,075 Value ($000) $842 Avg Close — Range —
Q1 2019
Shares 6,428 Value ($000) $347 Avg Close — Range —
Q4 2018
Shares 6,102 Value ($000) $284 Avg Close — Range —
Q3 2018
Shares 1,525 Value ($000) $336 Avg Close — Range —