ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 2,959 Value ($000) $303 Avg Close Range
Q3 2025
Shares 4,267 Value ($000) $426 Avg Close Range
Q2 2025
Shares 4,932 Value ($000) $467 Avg Close Range
Q1 2025
Shares 4,114 Value ($000) $380 Avg Close Range
Q4 2024
Shares 4,266 Value ($000) $395 Avg Close Range
Q3 2024
Shares 5,178 Value ($000) $494 Avg Close Range
Q2 2024
Shares 4,348 Value ($000) $383 Avg Close Range
Q1 2024
Shares 22,666 Value ($000) $2,050 Avg Close Range
Q4 2023
Shares 251,721 Value ($000) $21,306 Avg Close Range
Q3 2023
Shares 166,255 Value ($000) $12,406 Avg Close Range
Q2 2023
Shares 190,419 Value ($000) $14,902 Avg Close Range
Q1 2023
Shares 166,796 Value ($000) $12,306 Avg Close Range
Q4 2022
Shares 162,945 Value ($000) $11,509 Avg Close Range
Q3 2022
Shares 136,590 Value ($000) $8,552 Avg Close Range
Q2 2022
Shares 128,394 Value ($000) $8,587 Avg Close Range
Q1 2022
Shares 127,073 Value ($000) $9,641 Avg Close Range
Q4 2021
Shares 127,201 Value ($000) $9,710 Avg Close Range
Q3 2021
Shares 118,130 Value ($000) $8,373 Avg Close Range
Q2 2021
Shares 114,110 Value ($000) $8,211 Avg Close Range
Q1 2021
Shares 110,534 Value ($000) $7,616 Avg Close Range
Q4 2020
Shares 113,446 Value ($000) $7,055 Avg Close Range
Q3 2020
Shares 106,400 Value ($000) $5,776 Avg Close Range
Q2 2020
Shares 114,612 Value ($000) $5,986 Avg Close Range
Q1 2020
Shares 87,126 Value ($000) $4,023 Avg Close Range
Q4 2019
Shares 57,372 Value ($000) $3,616 Avg Close Range
Q3 2019
Shares 33,196 Value ($000) $1,919 Avg Close Range