ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

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

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

Q4 2025
Shares 91,914 Value ($000) $5,984 Avg Close Range
Q3 2025
Shares 998 Value ($000) $59 Avg Close Range
Q2 2025
Shares 1,278 Value ($000) $72 Avg Close Range
Q1 2025
Shares 1,348 Value ($000) $82 Avg Close Range
Q4 2024
Shares 1,360 Value ($000) $79 Avg Close Range
Q4 2023
Shares 19,022 Value ($000) $5,557 Avg Close Range
Q3 2023
Shares 22,435 Value ($000) $6,059 Avg Close Range
Q2 2023
Shares 20,682 Value ($000) $5,796 Avg Close Range
Q1 2023
Shares 22,106 Value ($000) $6,036 Avg Close Range
Q4 2022
Shares 21,050 Value ($000) $5,972 Avg Close Range
Q3 2022
Shares 20,780 Value ($000) $5,257 Avg Close Range
Q2 2022
Shares 4,209 Value ($000) $1,132 Avg Close Range
Q1 2022
Shares 6,314 Value ($000) $1,824 Avg Close Range
Q4 2021
Shares 6,409 Value ($000) $1,925 Avg Close Range
Q3 2021
Shares 3,566 Value ($000) $984 Avg Close Range
Q2 2021
Shares 3,504 Value ($000) $956 Avg Close Range
Q1 2021
Shares 3,511 Value ($000) $886 Avg Close Range
Q4 2020
Shares 3,202 Value ($000) $787 Avg Close Range
Q3 2020
Shares 3,249 Value ($000) $738 Avg Close Range
Q2 2020
Shares 3,023 Value ($000) $652 Avg Close Range