ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 95,929 Value ($000) $10,395 Avg Close Range
Q3 2025
Shares 95,948 Value ($000) $10,641 Avg Close Range
Q2 2025
Shares 81,696 Value ($000) $8,543 Avg Close Range
Q1 2025
Shares 41,465 Value ($000) $4,205 Avg Close Range
Q4 2024
Shares 109,729 Value ($000) $10,557 Avg Close Range
Q3 2024
Shares 113,022 Value ($000) $11,531 Avg Close Range
Q2 2024
Shares 38,156 Value ($000) $3,353 Avg Close Range
Q1 2024
Shares 34,924 Value ($000) $2,952 Avg Close Range
Q4 2023
Shares 35,621 Value ($000) $2,768 Avg Close Range
Q3 2023
Shares 3,510 Value ($000) $258 Avg Close Range
Q2 2023
Shares 3,430 Value ($000) $280 Avg Close Range
Q1 2023
Shares 3,631 Value ($000) $304 Avg Close Range
Q4 2022
Shares 3,501 Value ($000) $303 Avg Close Range
Q3 2022
Shares 4,022 Value ($000) $326 Avg Close Range
Q2 2022
Shares 4,282 Value ($000) $367 Avg Close Range
Q1 2022
Shares 9,319 Value ($000) $848 Avg Close Range
Q4 2021
Shares 4,668 Value ($000) $413 Avg Close Range
Q3 2021
Shares 6,207 Value ($000) $490 Avg Close Range
Q2 2021
Shares 35,297 Value ($000) $2,771 Avg Close Range
Q1 2021
Shares 31,853 Value ($000) $2,534 Avg Close Range
Q4 2020
Shares 26,204 Value ($000) $2,033 Avg Close Range
Q3 2020
Shares 11,783 Value ($000) $1,721 Avg Close Range
Q2 2020
Shares 12,114 Value ($000) $1,698 Avg Close Range
Q1 2020
Shares 16,169 Value ($000) $2,233 Avg Close Range
Q4 2019
Shares 6,050 Value ($000) $980 Avg Close Range
Q3 2019
Shares 15,961 Value ($000) $2,599 Avg Close Range
Q2 2019
Shares 1,831 Value ($000) $276 Avg Close Range