ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 12,711 Value ($000) $2,304 Avg Close — Range —
Q3 2025
Shares 14,472 Value ($000) $2,559 Avg Close — Range —
Q2 2025
Shares 13,998 Value ($000) $2,209 Avg Close — Range —
Q1 2025
Shares 14,166 Value ($000) $2,139 Avg Close — Range —
Q4 2024
Shares 14,861 Value ($000) $2,440 Avg Close — Range —
Q3 2024
Shares 9,918 Value ($000) $1,655 Avg Close — Range —
Q2 2024
Shares 9,380 Value ($000) $1,429 Avg Close — Range —
Q1 2024
Shares 7,365 Value ($000) $1,169 Avg Close — Range —
Q4 2023
Shares 8,949 Value ($000) $1,354 Avg Close — Range —
Q3 2023
Shares 8,022 Value ($000) $1,087 Avg Close — Range —
Q2 2023
Shares 7,568 Value ($000) $1,066 Avg Close — Range —
Q1 2023
Shares 6,517 Value ($000) $893 Avg Close — Range —
Q4 2022
Shares 6,904 Value ($000) $957 Avg Close — Range —
Q3 2022
Shares 4,079 Value ($000) $526 Avg Close — Range —
Q2 2022
Shares 5,255 Value ($000) $715 Avg Close — Range —
Q1 2022
Shares 3,616 Value ($000) $584 Avg Close — Range —
Q4 2021
Shares 23,292 Value ($000) $3,868 Avg Close — Range —
Q3 2021
Shares 1,623 Value ($000) $260 Avg Close — Range —
Q2 2021
Shares 1,326 Value ($000) $220 Avg Close — Range —
Q1 2017
Shares 13,552 Value ($000) $1,601 Avg Close — Range —
Q4 2016
Shares 4,136 Value ($000) $492 Avg Close — Range —