ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 5,076 Value ($000) $477 Avg Close Range
Q3 2025
Shares 2,663 Value ($000) $259 Avg Close Range
Q2 2025
Shares 34,770 Value ($000) $3,295 Avg Close Range
Q1 2025
Shares 1,210 Value ($000) $116 Avg Close Range
Q4 2024
Shares 72,982 Value ($000) $6,792 Avg Close Range
Q4 2023
Shares 25,061 Value ($000) $2,201 Avg Close Range
Q3 2023
Shares 53,552 Value ($000) $4,185 Avg Close Range
Q2 2023
Shares 61,145 Value ($000) $5,292 Avg Close Range
Q1 2023
Shares 13,421 Value ($000) $1,139 Avg Close Range
Q3 2022
Shares 3,056 Value ($000) $249 Avg Close Range
Q2 2022
Shares 8,157 Value ($000) $750 Avg Close Range
Q1 2022
Shares 10,952 Value ($000) $1,185 Avg Close Range
Q4 2021
Shares 113,557 Value ($000) $13,188 Avg Close Range
Q3 2021
Shares 63,162 Value ($000) $6,467 Avg Close Range
Q2 2021
Shares 13,567 Value ($000) $1,383 Avg Close Range
Q1 2021
Shares 11,729 Value ($000) $1,078 Avg Close Range
Q4 2020
Shares 18,016 Value ($000) $1,543 Avg Close Range
Q3 2020
Shares 3,074 Value ($000) $245 Avg Close Range
Q2 2020
Shares 9,371 Value ($000) $739 Avg Close Range
Q1 2020
Shares 4,134 Value ($000) $288 Avg Close Range
Q4 2019
Shares 9,590 Value ($000) $893 Avg Close Range
Q3 2019
Shares 7,315 Value ($000) $684 Avg Close Range
Q2 2019
Shares 6,749 Value ($000) $589 Avg Close Range
Q1 2019
Shares 3,298 Value ($000) $287 Avg Close Range
Q3 2018
Shares 7,533 Value ($000) $603 Avg Close Range
Q2 2018
Shares 7,402 Value ($000) $596 Avg Close Range
Q1 2018
Shares 8,169 Value ($000) $617 Avg Close Range
Q4 2017
Shares 8,696 Value ($000) $704 Avg Close Range