ISHARES TR

Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT

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

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

Q4 2025
Shares 6,871 Value ($000) $568 Avg Close — Range —
Q3 2025
Shares 6,816 Value ($000) $579 Avg Close — Range —
Q2 2025
Shares 14,740 Value ($000) $1,214 Avg Close — Range —
Q1 2025
Shares 15,634 Value ($000) $1,351 Avg Close — Range —
Q4 2024
Shares 16,493 Value ($000) $1,336 Avg Close — Range —
Q3 2024
Shares 16,938 Value ($000) $1,504 Avg Close — Range —
Q2 2024
Shares 17,030 Value ($000) $1,311 Avg Close — Range —
Q1 2024
Shares 17,182 Value ($000) $1,238 Avg Close — Range —
Q4 2023
Shares 17,690 Value ($000) $1,240 Avg Close — Range —
Q3 2023
Shares 19,832 Value ($000) $1,308 Avg Close — Range —
Q2 2023
Shares 21,539 Value ($000) $1,578 Avg Close — Range —
Q1 2023
Shares 22,769 Value ($000) $1,608 Avg Close — Range —
Q4 2022
Shares 24,316 Value ($000) $1,662 Avg Close — Range —
Q3 2022
Shares 43,765 Value ($000) $3,143 Avg Close — Range —
Q2 2022
Shares 29,427 Value ($000) $2,354 Avg Close — Range —
Q1 2022
Shares 16,857 Value ($000) $1,617 Avg Close — Range —
Q4 2021
Shares 16,416 Value ($000) $1,613 Avg Close — Range —
Q3 2021
Shares 35,187 Value ($000) $3,011 Avg Close — Range —
Q2 2021
Shares 9,321 Value ($000) $777 Avg Close — Range —
Q1 2021
Shares 7,368 Value ($000) $545 Avg Close — Range —
Q4 2020
Shares 7,029 Value ($000) $477 Avg Close — Range —
Q3 2020
Shares 6,596 Value ($000) $402 Avg Close — Range —
Q2 2020
Shares 8,577 Value ($000) $515 Avg Close — Range —
Q1 2020
Shares 8,275 Value ($000) $457 Avg Close — Range —