ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 17,300 Value ($000) $2,664 Avg Close — Range —
Q3 2025
Shares 15,805 Value ($000) $2,342 Avg Close — Range —
Q2 2025
Shares 15,740 Value ($000) $2,204 Avg Close — Range —
Q1 2025
Shares 14,412 Value ($000) $1,943 Avg Close — Range —
Q4 2024
Shares 714 Value ($000) $93 Avg Close — Range —
Q3 2024
Shares 15,450 Value ($000) $2,320 Avg Close — Range —
Q2 2024
Shares 14,867 Value ($000) $2,082 Avg Close — Range —
Q1 2024
Shares 13,584 Value ($000) $2,007 Avg Close — Range —
Q4 2023
Shares 18,930 Value ($000) $2,525 Avg Close — Range —
Q3 2023
Shares 27,445 Value ($000) $3,467 Avg Close — Range —
Q2 2023
Shares 19,339 Value ($000) $2,573 Avg Close — Range —
Q1 2023
Shares 17,118 Value ($000) $2,269 Avg Close — Range —
Q4 2022
Shares 11,786 Value ($000) $1,471 Avg Close — Range —
Q3 2022
Shares 38,688 Value ($000) $4,184 Avg Close — Range —
Q2 2022
Shares 22,309 Value ($000) $2,626 Avg Close — Range —
Q1 2022
Shares 20,841 Value ($000) $3,117 Avg Close — Range —
Q4 2021
Shares 5,917 Value ($000) $830 Avg Close — Range —
Q3 2021
Shares 9,493 Value ($000) $1,182 Avg Close — Range —
Q4 2020
Shares 41,531 Value ($000) $4,710 Avg Close — Range —