ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,173 Value ($000) $409 Avg Close Range
Q3 2025
Shares 51,273 Value ($000) $6,493 Avg Close Range
Q2 2025
Shares 41,871 Value ($000) $5,066 Avg Close Range
Q1 2025
Shares 32,544 Value ($000) $3,673 Avg Close Range
Q4 2024
Shares 68,798 Value ($000) $7,608 Avg Close Range
Q3 2024
Shares 70,287 Value ($000) $7,303 Avg Close Range
Q2 2024
Shares 67,219 Value ($000) $6,357 Avg Close Range
Q1 2024
Shares 71,028 Value ($000) $6,794 Avg Close Range
Q4 2023
Shares 78,690 Value ($000) $6,863 Avg Close Range
Q3 2023
Shares 13,246 Value ($000) $990 Avg Close Range
Q2 2023
Shares 19,608 Value ($000) $1,463 Avg Close Range
Q1 2023
Shares 72,129 Value ($000) $5,131 Avg Close Range
Q4 2022
Shares 57,484 Value ($000) $4,338 Avg Close Range
Q3 2022
Shares 21,968 Value ($000) $1,484 Avg Close Range
Q2 2022
Shares 21,980 Value ($000) $1,538 Avg Close Range
Q1 2022
Shares 29,454 Value ($000) $2,490 Avg Close Range
Q4 2021
Shares 41,043 Value ($000) $3,558 Avg Close Range
Q3 2021
Shares 12,418 Value ($000) $1,025 Avg Close Range
Q2 2021
Shares 63,674 Value ($000) $5,161 Avg Close Range
Q1 2021
Shares 57,640 Value ($000) $4,316 Avg Close Range
Q4 2020
Shares 7,351 Value ($000) $491 Avg Close Range
Q3 2020
Shares 3,124 Value ($000) $355 Avg Close Range
Q2 2020
Shares 3,118 Value ($000) $343 Avg Close Range
Q1 2020
Shares 3,253 Value ($000) $316 Avg Close Range
Q4 2019
Shares 3,912 Value ($000) $539 Avg Close Range
Q3 2019
Shares 5,504 Value ($000) $709 Avg Close Range
Q2 2019
Shares 33,147 Value ($000) $4,163 Avg Close Range
Q1 2019
Shares 2,287 Value ($000) $270 Avg Close Range
Q3 2018
Shares 2,588 Value ($000) $314 Avg Close Range
Q2 2018
Shares 2,710 Value ($000) $318 Avg Close Range
Q1 2018
Shares 3,419 Value ($000) $403 Avg Close Range
Q4 2017
Shares 3,504 Value ($000) $418 Avg Close Range
Q3 2017
Shares 3,370 Value ($000) $378 Avg Close Range
Q2 2017
Shares 3,752 Value ($000) $403 Avg Close Range
Q1 2017
Shares 3,371 Value ($000) $351 Avg Close Range