ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 12,137 Value ($000) $1,380 Avg Close — Range —
Q3 2025
Shares 11,604 Value ($000) $1,283 Avg Close — Range —
Q2 2025
Shares 14,657 Value ($000) $1,458 Avg Close — Range —
Q1 2025
Shares 61,797 Value ($000) $6,024 Avg Close — Range —
Q4 2024
Shares 2,822 Value ($000) $307 Avg Close — Range —
Q4 2023
Shares 17,125 Value ($000) $1,713 Avg Close — Range —
Q3 2023
Shares 19,923 Value ($000) $1,778 Avg Close — Range —
Q2 2023
Shares 39,711 Value ($000) $3,776 Avg Close — Range —
Q1 2023
Shares 65,860 Value ($000) $6,164 Avg Close — Range —
Q4 2022
Shares 37,122 Value ($000) $3,390 Avg Close — Range —
Q3 2022
Shares 71,537 Value ($000) $5,898 Avg Close — Range —
Q2 2022
Shares 278,696 Value ($000) $24,812 Avg Close — Range —
Q1 2022
Shares 142,117 Value ($000) $14,551 Avg Close — Range —
Q4 2021
Shares 4,133 Value ($000) $432 Avg Close — Range —
Q3 2021
Shares 18,917 Value ($000) $1,904 Avg Close — Range —
Q2 2021
Shares 150,394 Value ($000) $15,856 Avg Close — Range —
Q1 2021
Shares 117,780 Value ($000) $11,865 Avg Close — Range —
Q4 2020
Shares 9,078 Value ($000) $738 Avg Close — Range —
Q3 2020
Shares 11,181 Value ($000) $1,369 Avg Close — Range —
Q2 2020
Shares 12,454 Value ($000) $1,499 Avg Close — Range —
Q1 2020
Shares 19,562 Value ($000) $1,955 Avg Close — Range —
Q4 2019
Shares 4,140 Value ($000) $666 Avg Close — Range —
Q3 2019
Shares 3,500 Value ($000) $526 Avg Close — Range —
Q2 2019
Shares 5,956 Value ($000) $885 Avg Close — Range —
Q4 2018
Shares 1,873 Value ($000) $247 Avg Close — Range —
Q3 2018
Shares 2,782 Value ($000) $464 Avg Close — Range —