ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 14,837 Value ($000) $3,121 Avg Close — Range —
Q3 2025
Shares 11,328 Value ($000) $2,306 Avg Close — Range —
Q2 2025
Shares 10,843 Value ($000) $2,106 Avg Close — Range —
Q1 2025
Shares 10,122 Value ($000) $1,905 Avg Close — Range —
Q4 2024
Shares 9,174 Value ($000) $1,698 Avg Close — Range —
Q3 2024
Shares 9,118 Value ($000) $1,731 Avg Close — Range —
Q2 2024
Shares 8,663 Value ($000) $1,511 Avg Close — Range —
Q1 2024
Shares 7,384 Value ($000) $1,322 Avg Close — Range —
Q4 2023
Shares 19,581 Value ($000) $3,246 Avg Close — Range —
Q3 2023
Shares 17,986 Value ($000) $2,731 Avg Close — Range —
Q2 2023
Shares 16,659 Value ($000) $2,629 Avg Close — Range —
Q1 2023
Shares 24,798 Value ($000) $3,776 Avg Close — Range —
Q4 2022
Shares 24,734 Value ($000) $3,751 Avg Close — Range —
Q3 2022
Shares 25,947 Value ($000) $3,529 Avg Close — Range —
Q2 2022
Shares 27,552 Value ($000) $3,994 Avg Close — Range —
Q1 2022
Shares 29,515 Value ($000) $4,899 Avg Close — Range —
Q4 2021
Shares 28,648 Value ($000) $4,811 Avg Close — Range —
Q3 2021
Shares 25,829 Value ($000) $4,043 Avg Close — Range —
Q2 2021
Shares 27,848 Value ($000) $4,417 Avg Close — Range —
Q1 2021
Shares 24,103 Value ($000) $3,653 Avg Close — Range —
Q4 2020
Shares 18,317 Value ($000) $2,505 Avg Close — Range —
Q3 2020
Shares 17,255 Value ($000) $2,038 Avg Close — Range —
Q2 2020
Shares 17,317 Value ($000) $1,950 Avg Close — Range —
Q1 2020
Shares 20,918 Value ($000) $2,075 Avg Close — Range —
Q4 2019
Shares 14,431 Value ($000) $1,970 Avg Close — Range —
Q3 2019
Shares 13,020 Value ($000) $1,670 Avg Close — Range —
Q2 2019
Shares 10,147 Value ($000) $1,291 Avg Close — Range —
Q1 2019
Shares 6,729 Value ($000) $831 Avg Close — Range —
Q4 2018
Shares 7,239 Value ($000) $804 Avg Close — Range —
Q3 2018
Shares 5,838 Value ($000) $739 Avg Close — Range —
Q2 2018
Shares 9,676 Value ($000) $1,174 Avg Close — Range —
Q1 2018
Shares 9,584 Value ($000) $1,150 Avg Close — Range —
Q4 2017
Shares 7,245 Value ($000) $901 Avg Close — Range —
Q3 2017
Shares 7,609 Value ($000) $902 Avg Close — Range —
Q2 2017
Shares 6,418 Value ($000) $747 Avg Close — Range —
Q1 2017
Shares 3,566 Value ($000) $410 Avg Close — Range —