ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 1,039 Value ($000) $402 Avg Close Range
Q3 2025
Shares 1,030 Value ($000) $390 Avg Close Range
Q2 2025
Shares 1,023 Value ($000) $359 Avg Close Range
Q1 2025
Shares 883 Value ($000) $280 Avg Close Range
Q4 2024
Shares 812 Value ($000) $271 Avg Close Range
Q3 2024
Shares 714 Value ($000) $233 Avg Close Range
Q2 2024
Shares 1,009 Value ($000) $311 Avg Close Range
Q1 2024
Shares 918 Value ($000) $275 Avg Close Range
Q4 2023
Shares 2,560 Value ($000) $715 Avg Close Range
Q3 2023
Shares 2,591 Value ($000) $635 Avg Close Range
Q2 2023
Shares 2,695 Value ($000) $686 Avg Close Range
Q1 2023
Shares 3,099 Value ($000) $730 Avg Close Range
Q4 2022
Shares 3,140 Value ($000) $693 Avg Close Range
Q3 2022
Shares 2,950 Value ($000) $611 Avg Close Range
Q2 2022
Shares 3,141 Value ($000) $683 Avg Close Range
Q1 2022
Shares 3,253 Value ($000) $853 Avg Close Range
Q4 2021
Shares 3,061 Value ($000) $850 Avg Close Range
Q3 2021
Shares 2,182 Value ($000) $556 Avg Close Range
Q2 2021
Shares 1,749 Value ($000) $448 Avg Close Range
Q1 2021
Shares 1,530 Value ($000) $363 Avg Close Range
Q4 2020
Shares 1,551 Value ($000) $347 Avg Close Range