ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 44,800 Value ($000) $8,946 Avg Close — Range —
Q3 2025
Shares 48,336 Value ($000) $9,467 Avg Close — Range —
Q2 2025
Shares 111,330 Value ($000) $19,290 Avg Close — Range —
Q1 2025
Shares 150,358 Value ($000) $21,116 Avg Close — Range —
Q4 2024
Shares 136,517 Value ($000) $21,777 Avg Close — Range —
Q3 2024
Shares 174,217 Value ($000) $26,415 Avg Close — Range —
Q2 2024
Shares 189,077 Value ($000) $28,456 Avg Close — Range —
Q1 2024
Shares 136,314 Value ($000) $18,411 Avg Close — Range —
Q4 2023
Shares 273,580 Value ($000) $35,401 Avg Close — Range —
Q3 2023
Shares 243,131 Value ($000) $25,509 Avg Close — Range —
Q2 2023
Shares 359,681 Value ($000) $39,158 Avg Close — Range —
Q1 2023
Shares 329,206 Value ($000) $30,554 Avg Close — Range —
Q4 2022
Shares 260,350 Value ($000) $19,393 Avg Close — Range —
Q3 2022
Shares 79,558 Value ($000) $5,837 Avg Close — Range —
Q2 2022
Shares 92,447 Value ($000) $7,391 Avg Close — Range —
Q1 2022
Shares 114,763 Value ($000) $11,825 Avg Close — Range —
Q4 2021
Shares 127,311 Value ($000) $14,618 Avg Close — Range —
Q3 2021
Shares 108,970 Value ($000) $11,034 Avg Close — Range —
Q2 2021
Shares 67,918 Value ($000) $6,751 Avg Close — Range —
Q1 2021
Shares 70,505 Value ($000) $6,183 Avg Close — Range —
Q4 2020
Shares 75,009 Value ($000) $6,382 Avg Close — Range —
Q3 2020
Shares 8,921 Value ($000) $2,686 Avg Close — Range —
Q2 2020
Shares 4,014 Value ($000) $1,083 Avg Close — Range —
Q1 2020
Shares 1,196 Value ($000) $244 Avg Close — Range —
Q4 2019
Shares 17,830 Value ($000) $4,147 Avg Close — Range —
Q3 2019
Shares 10,438 Value ($000) $2,131 Avg Close — Range —
Q2 2019
Shares 21,141 Value ($000) $4,184 Avg Close — Range —