ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 24,150 Value ($000) $5,945 Avg Close Range
Q3 2025
Shares 20,400 Value ($000) $4,936 Avg Close Range
Q2 2025
Shares 21,118 Value ($000) $4,557 Avg Close Range
Q1 2025
Shares 23,283 Value ($000) $4,645 Avg Close Range
Q4 2024
Shares 21,403 Value ($000) $4,729 Avg Close Range
Q3 2024
Shares 18,665 Value ($000) $4,123 Avg Close Range
Q2 2024
Shares 164,329 Value ($000) $33,341 Avg Close Range
Q1 2024
Shares 162,840 Value ($000) $34,245 Avg Close Range
Q4 2023
Shares 242,773 Value ($000) $47,579 Avg Close Range
Q3 2023
Shares 464,001 Value ($000) $82,007 Avg Close Range
Q2 2023
Shares 555,092 Value ($000) $103,952 Avg Close Range
Q1 2023
Shares 497,014 Value ($000) $88,667 Avg Close Range
Q4 2022
Shares 482,068 Value ($000) $84,053 Avg Close Range
Q3 2022
Shares 460,049 Value ($000) $75,871 Avg Close Range
Q2 2022
Shares 476,256 Value ($000) $80,659 Avg Close Range
Q1 2022
Shares 468,334 Value ($000) $96,135 Avg Close Range
Q4 2021
Shares 334,203 Value ($000) $74,344 Avg Close Range
Q3 2021
Shares 402,370 Value ($000) $88,018 Avg Close Range
Q2 2021
Shares 363,482 Value ($000) $83,372 Avg Close Range
Q1 2021
Shares 323,137 Value ($000) $71,394 Avg Close Range
Q4 2020
Shares 318,486 Value ($000) $62,442 Avg Close Range
Q3 2020
Shares 237,998 Value ($000) $35,650 Avg Close Range
Q2 2020
Shares 228,651 Value ($000) $32,738 Avg Close Range
Q1 2020
Shares 138,321 Value ($000) $15,832 Avg Close Range
Q4 2019
Shares 94,038 Value ($000) $15,579 Avg Close Range
Q3 2019
Shares 87,103 Value ($000) $13,182 Avg Close Range
Q2 2019
Shares 47,011 Value ($000) $7,310 Avg Close Range
Q1 2019
Shares 19,251 Value ($000) $2,947 Avg Close Range
Q4 2018
Shares 5,424 Value ($000) $726 Avg Close Range
Q3 2018
Shares 29,729 Value ($000) $5,011 Avg Close Range
Q2 2018
Shares 27,395 Value ($000) $4,486 Avg Close Range
Q1 2018
Shares 20,592 Value ($000) $3,126 Avg Close Range
Q4 2017
Shares 33,840 Value ($000) $5,159 Avg Close Range
Q3 2017
Shares 22,960 Value ($000) $3,402 Avg Close Range
Q2 2017
Shares 8,201 Value ($000) $1,156 Avg Close Range
Q1 2017
Shares 3,428 Value ($000) $471 Avg Close Range
Q4 2016
Shares 2,192 Value ($000) $296 Avg Close Range