ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

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

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

Q3 2025
Shares 27 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 217 Value ($000) $29 Avg Close — Range —
Q1 2025
Shares 217 Value ($000) $30 Avg Close — Range —
Q4 2024
Shares 1,147 Value ($000) $145 Avg Close — Range —
Q1 2024
Shares 2,095 Value ($000) $246 Avg Close — Range —
Q3 2023
Shares 20,820 Value ($000) $1,908 Avg Close — Range —
Q2 2023
Shares 20,064 Value ($000) $1,763 Avg Close — Range —
Q4 2022
Shares 17,303 Value ($000) $1,582 Avg Close — Range —
Q3 2022
Shares 11,299 Value ($000) $894 Avg Close — Range —