ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 266,445 Value ($000) $86,065 Avg Close Range
Q3 2025
Shares 214,511 Value ($000) $68,653 Avg Close Range
Q2 2025
Shares 189,933 Value ($000) $54,294 Avg Close Range
Q1 2025
Shares 180,183 Value ($000) $46,042 Avg Close Range
Q4 2024
Shares 158,382 Value ($000) $45,585 Avg Close Range
Q3 2024
Shares 131,460 Value ($000) $37,335 Avg Close Range
Q2 2024
Shares 111,969 Value ($000) $29,396 Avg Close Range
Q1 2024
Shares 88,781 Value ($000) $24,042 Avg Close Range
Q4 2023
Shares 74,113 Value ($000) $18,290 Avg Close Range
Q3 2023
Shares 43,387 Value ($000) $9,725 Avg Close Range
Q2 2023
Shares 29,187 Value ($000) $7,082 Avg Close Range
Q1 2023
Shares 22,063 Value ($000) $5,004 Avg Close Range
Q4 2022
Shares 20,060 Value ($000) $4,303 Avg Close Range
Q3 2022
Shares 18,701 Value ($000) $3,863 Avg Close Range
Q2 2022
Shares 2,600 Value ($000) $536 Avg Close Range
Q1 2022
Shares 2,089 Value ($000) $534 Avg Close Range
Q4 2021
Shares 1,662 Value ($000) $487 Avg Close Range
Q3 2021
Shares 771 Value ($000) $226 Avg Close Range
Q2 2021
Shares 999 Value ($000) $311 Avg Close Range
Q1 2021
Shares 1,043 Value ($000) $314 Avg Close Range
Q4 2020
Shares 1,228 Value ($000) $352 Avg Close Range
Q3 2020
Shares 1,058 Value ($000) $234 Avg Close Range
Q2 2020
Shares 1,314 Value ($000) $272 Avg Close Range
Q4 2019
Shares 1,699 Value ($000) $364 Avg Close Range
Q3 2019
Shares 1,449 Value ($000) $279 Avg Close Range
Q2 2019
Shares 1,454 Value ($000) $292 Avg Close Range
Q1 2019
Shares 1,318 Value ($000) $259 Avg Close Range
Q3 2018
Shares 1,204 Value ($000) $259 Avg Close Range
Q2 2018
Shares 1,155 Value ($000) $236 Avg Close Range
Q1 2018
Shares 1,231 Value ($000) $235 Avg Close Range
Q1 2017
Shares 6,916 Value ($000) $1,118 Avg Close Range
Q4 2016
Shares 1,908 Value ($000) $294 Avg Close Range