ISHARES TR

Ticker: ISHG CUSIP: 464288125 Class: 3YRTB ETF

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

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

Q4 2025
Shares 25,424 Value ($000) $1,913 Avg Close — Range —
Q3 2025
Shares 23,188 Value ($000) $1,767 Avg Close — Range —
Q2 2025
Shares 21,588 Value ($000) $1,653 Avg Close — Range —
Q1 2025
Shares 13,782 Value ($000) $970 Avg Close — Range —
Q4 2024
Shares 12,682 Value ($000) $854 Avg Close — Range —
Q3 2024
Shares 12,466 Value ($000) $922 Avg Close — Range —
Q2 2024
Shares 37,636 Value ($000) $2,615 Avg Close — Range —
Q1 2024
Shares 36,365 Value ($000) $2,541 Avg Close — Range —
Q4 2023
Shares 35,844 Value ($000) $2,526 Avg Close — Range —
Q3 2023
Shares 34,642 Value ($000) $2,341 Avg Close — Range —
Q2 2023
Shares 29,375 Value ($000) $2,034 Avg Close — Range —
Q1 2023
Shares 27,770 Value ($000) $1,950 Avg Close — Range —
Q4 2022
Shares 23,765 Value ($000) $1,654 Avg Close — Range —
Q3 2022
Shares 26,258 Value ($000) $1,685 Avg Close — Range —
Q2 2022
Shares 30,097 Value ($000) $2,095 Avg Close — Range —
Q1 2022
Shares 32,856 Value ($000) $2,477 Avg Close — Range —
Q4 2021
Shares 27,193 Value ($000) $2,125 Avg Close — Range —
Q3 2021
Shares 27,619 Value ($000) $2,222 Avg Close — Range —
Q2 2021
Shares 26,800 Value ($000) $2,202 Avg Close — Range —
Q1 2021
Shares 22,224 Value ($000) $1,814 Avg Close — Range —
Q4 2020
Shares 12,418 Value ($000) $1,058 Avg Close — Range —
Q3 2020
Shares 10,490 Value ($000) $856 Avg Close — Range —
Q2 2020
Shares 10,212 Value ($000) $806 Avg Close — Range —
Q1 2020
Shares 8,755 Value ($000) $676 Avg Close — Range —