ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 6,581 Value ($000) $510 Avg Close Range
Q3 2025
Shares 5,247 Value ($000) $403 Avg Close Range
Q2 2025
Shares 3,512 Value ($000) $255 Avg Close Range
Q1 2025
Shares 3,436 Value ($000) $218 Avg Close Range
Q4 2024
Shares 3,794 Value ($000) $230 Avg Close Range
Q3 2024
Shares 3,918 Value ($000) $265 Avg Close Range
Q2 2024
Shares 3,899 Value ($000) $240 Avg Close Range
Q1 2024
Shares 4,289 Value ($000) $272 Avg Close Range
Q4 2023
Shares 49,932 Value ($000) $3,020 Avg Close Range
Q3 2023
Shares 48,575 Value ($000) $2,743 Avg Close Range
Q2 2023
Shares 48,542 Value ($000) $2,863 Avg Close Range
Q1 2023
Shares 46,112 Value ($000) $2,744 Avg Close Range
Q4 2022
Shares 45,526 Value ($000) $2,571 Avg Close Range
Q3 2022
Shares 628,468 Value ($000) $30,657 Avg Close Range
Q2 2022
Shares 629,377 Value ($000) $34,358 Avg Close Range
Q1 2022
Shares 653,991 Value ($000) $43,386 Avg Close Range
Q4 2021
Shares 649,222 Value ($000) $47,452 Avg Close Range
Q3 2021
Shares 640,565 Value ($000) $47,664 Avg Close Range
Q2 2021
Shares 638,985 Value ($000) $47,387 Avg Close Range
Q1 2021
Shares 650,936 Value ($000) $46,763 Avg Close Range
Q4 2020
Shares 631,909 Value ($000) $43,191 Avg Close Range
Q3 2020
Shares 609,360 Value ($000) $35,946 Avg Close Range
Q2 2020
Shares 636,406 Value ($000) $34,124 Avg Close Range
Q1 2020
Shares 594,158 Value ($000) $26,636 Avg Close Range
Q4 2019
Shares 658,947 Value ($000) $41,039 Avg Close Range
Q3 2019
Shares 647,802 Value ($000) $37,074 Avg Close Range
Q2 2019
Shares 678,265 Value ($000) $38,932 Avg Close Range
Q1 2019
Shares 297,469 Value ($000) $17,087 Avg Close Range
Q2 2018
Shares 3,339 Value ($000) $209 Avg Close Range
Q1 2018
Shares 3,070 Value ($000) $200 Avg Close Range
Q1 2017
Shares 20,500 Value ($000) $1,110 Avg Close Range
Q4 2016
Shares 12,687 Value ($000) $632 Avg Close Range