ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

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

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

Q4 2025
Shares 2,755 Value ($000) $356 Avg Close — Range —
Q3 2025
Shares 979 Value ($000) $123 Avg Close — Range —
Q2 2025
Shares 689 Value ($000) $77 Avg Close — Range —
Q1 2025
Shares 641 Value ($000) $58 Avg Close — Range —
Q4 2024
Shares 641 Value ($000) $65 Avg Close — Range —
Q4 2023
Shares 23,612 Value ($000) $11,269 Avg Close — Range —
Q3 2023
Shares 35,413 Value ($000) $13,534 Avg Close — Range —
Q2 2023
Shares 34,753 Value ($000) $13,653 Avg Close — Range —
Q1 2023
Shares 34,717 Value ($000) $11,780 Avg Close — Range —
Q4 2022
Shares 35,700 Value ($000) $9,996 Avg Close — Range —
Q3 2022
Shares 34,485 Value ($000) $9,532 Avg Close — Range —
Q2 2022
Shares 28,476 Value ($000) $8,383 Avg Close — Range —
Q1 2022
Shares 30,266 Value ($000) $11,762 Avg Close — Range —
Q4 2021
Shares 8,157 Value ($000) $3,581 Avg Close — Range —
Q3 2021
Shares 7,362 Value ($000) $2,972 Avg Close — Range —
Q2 2021
Shares 5,235 Value ($000) $2,115 Avg Close — Range —
Q1 2021
Shares 4,408 Value ($000) $1,590 Avg Close — Range —
Q4 2020
Shares 5,324 Value ($000) $1,863 Avg Close — Range —
Q3 2020
Shares 4,553 Value ($000) $1,407 Avg Close — Range —
Q2 2020
Shares 4,812 Value ($000) $1,343 Avg Close — Range —
Q4 2019
Shares 904 Value ($000) $219 Avg Close — Range —
Q4 2018
Shares 1,307 Value ($000) $224 Avg Close — Range —
Q3 2018
Shares 1,002 Value ($000) $210 Avg Close — Range —