ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

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

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

Q4 2025
Shares 432 Value ($000) $24 Avg Close — Range —
Q1 2022
Shares 22,242 Value ($000) $1,310 Avg Close — Range —
Q4 2021
Shares 34,471 Value ($000) $2,129 Avg Close — Range —
Q3 2021
Shares 33,731 Value ($000) $2,043 Avg Close — Range —
Q2 2021
Shares 33,817 Value ($000) $1,945 Avg Close — Range —
Q1 2021
Shares 28,730 Value ($000) $1,628 Avg Close — Range —
Q4 2020
Shares 30,394 Value ($000) $1,378 Avg Close — Range —
Q2 2020
Shares 27,795 Value ($000) $940 Avg Close — Range —