ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

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

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

Q4 2025
Shares 809 Value ($000) $75 Avg Close — Range —
Q3 2025
Shares 621 Value ($000) $56 Avg Close — Range —
Q2 2025
Shares 548 Value ($000) $47 Avg Close — Range —
Q1 2025
Shares 528 Value ($000) $42 Avg Close — Range —
Q4 2024
Shares 473 Value ($000) $37 Avg Close — Range —
Q4 2020
Shares 1,553 Value ($000) $233 Avg Close — Range —
Q3 2020
Shares 8,136 Value ($000) $993 Avg Close — Range —
Q2 2020
Shares 20,279 Value ($000) $2,421 Avg Close — Range —