ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 6,177 Value ($000) $2,307 Avg Close Range
Q3 2025
Shares 5,580 Value ($000) $2,039 Avg Close Range
Q2 2025
Shares 4,801 Value ($000) $1,631 Avg Close Range
Q1 2025
Shares 4,781 Value ($000) $1,467 Avg Close Range
Q4 2024
Shares 3,293 Value ($000) $1,061 Avg Close Range
Q3 2024
Shares 3,505 Value ($000) $1,102 Avg Close Range
Q2 2024
Shares 3,621 Value ($000) $1,077 Avg Close Range
Q1 2024
Shares 2,942 Value ($000) $847 Avg Close Range
Q4 2023
Shares 9,763 Value ($000) $2,618 Avg Close Range
Q3 2023
Shares 63,886 Value ($000) $15,008 Avg Close Range
Q2 2023
Shares 51,915 Value ($000) $12,654 Avg Close Range
Q1 2023
Shares 9,369 Value ($000) $2,110 Avg Close Range
Q4 2022
Shares 9,352 Value ($000) $1,969 Avg Close Range
Q3 2022
Shares 7,637 Value ($000) $1,507 Avg Close Range
Q2 2022
Shares 7,783 Value ($000) $1,617 Avg Close Range
Q1 2022
Shares 7,260 Value ($000) $1,815 Avg Close Range
Q4 2021
Shares 7,914 Value ($000) $2,093 Avg Close Range
Q3 2021
Shares 5,811 Value ($000) $1,405 Avg Close Range
Q2 2021
Shares 3,898 Value ($000) $944 Avg Close Range
Q1 2021
Shares 3,751 Value ($000) $840 Avg Close Range
Q4 2020
Shares 4,390 Value ($000) $930 Avg Close Range
Q3 2020
Shares 7,231 Value ($000) $1,353 Avg Close Range
Q2 2020
Shares 8,371 Value ($000) $1,437 Avg Close Range
Q1 2020
Shares 16,204 Value ($000) $2,293 Avg Close Range
Q4 2019
Shares 22,875 Value ($000) $4,081 Avg Close Range
Q3 2019
Shares 5,058 Value ($000) $832 Avg Close Range
Q2 2019
Shares 10,948 Value ($000) $1,782 Avg Close Range
Q1 2019
Shares 4,267 Value ($000) $671 Avg Close Range
Q4 2018
Shares 9,248 Value ($000) $1,283 Avg Close Range
Q3 2018
Shares 15,005 Value ($000) $2,426 Avg Close Range
Q2 2018
Shares 5,157 Value ($000) $784 Avg Close Range
Q1 2018
Shares 1,541 Value ($000) $226 Avg Close Range
Q4 2017
Shares 1,805 Value ($000) $268 Avg Close Range