ISHARES TR

Ticker: IYZ CUSIP: 464287713 Class: US TELECOM ETF

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

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

Q4 2025
Shares 193,132 Value ($000) $6,547 Avg Close — Range —
Q3 2025
Shares 198,232 Value ($000) $6,395 Avg Close — Range —
Q2 2025
Shares 168,618 Value ($000) $5,021 Avg Close — Range —
Q1 2025
Shares 129,620 Value ($000) $3,550 Avg Close — Range —
Q4 2024
Shares 283,935 Value ($000) $7,618 Avg Close — Range —
Q1 2022
Shares 26,511 Value ($000) $792 Avg Close — Range —