ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

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

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

Q4 2025
Shares 12,132 Value ($000) $691 Avg Close — Range —
Q3 2025
Shares 14,518 Value ($000) $852 Avg Close — Range —
Q2 2025
Shares 19,382 Value ($000) $1,096 Avg Close — Range —
Q1 2025
Shares 27,368 Value ($000) $1,576 Avg Close — Range —
Q4 2024
Shares 26,722 Value ($000) $1,531 Avg Close — Range —
Q3 2024
Shares 23,175 Value ($000) $1,427 Avg Close — Range —
Q2 2024
Shares 23,218 Value ($000) $1,244 Avg Close — Range —
Q1 2024
Shares 21,718 Value ($000) $1,168 Avg Close — Range —
Q4 2023
Shares 36,966 Value ($000) $1,945 Avg Close — Range —
Q3 2023
Shares 38,109 Value ($000) $1,798 Avg Close — Range —
Q2 2023
Shares 92,490 Value ($000) $4,755 Avg Close — Range —
Q1 2023
Shares 73,147 Value ($000) $3,687 Avg Close — Range —
Q4 2022
Shares 35,728 Value ($000) $1,767 Avg Close — Range —
Q3 2022
Shares 91,439 Value ($000) $4,343 Avg Close — Range —
Q2 2022
Shares 69,158 Value ($000) $3,693 Avg Close — Range —
Q1 2022
Shares 70,662 Value ($000) $4,568 Avg Close — Range —
Q4 2021
Shares 37,921 Value ($000) $2,563 Avg Close — Range —
Q3 2021
Shares 29,385 Value ($000) $1,723 Avg Close — Range —
Q2 2021
Shares 25,574 Value ($000) $1,492 Avg Close — Range —
Q1 2021
Shares 20,320 Value ($000) $1,065 Avg Close — Range —
Q4 2020
Shares 18,908 Value ($000) $915 Avg Close — Range —
Q3 2020
Shares 16,937 Value ($000) $741 Avg Close — Range —
Q2 2020
Shares 21,497 Value ($000) $935 Avg Close — Range —
Q1 2020
Shares 49,778 Value ($000) $1,950 Avg Close — Range —
Q4 2019
Shares 43,455 Value ($000) $2,372 Avg Close — Range —
Q3 2019
Shares 23,322 Value ($000) $1,296 Avg Close — Range —
Q2 2019
Shares 4,071 Value ($000) $212 Avg Close — Range —