ISHARES TR

Ticker: IAI CUSIP: 464288794 Class: US BR DEL SE ETF

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

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

Q4 2025
Shares 141 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 155 Value ($000) $27 Avg Close — Range —
Q2 2025
Shares 191 Value ($000) $32 Avg Close — Range —
Q1 2025
Shares 79 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 158 Value ($000) $23 Avg Close — Range —
Q4 2022
Shares 13,948 Value ($000) $1,341 Avg Close — Range —
Q1 2022
Shares 15,019 Value ($000) $1,500 Avg Close — Range —
Q4 2021
Shares 26,751 Value ($000) $2,948 Avg Close — Range —
Q3 2021
Shares 23,597 Value ($000) $2,464 Avg Close — Range —
Q2 2021
Shares 19,916 Value ($000) $2,033 Avg Close — Range —
Q1 2021
Shares 12,642 Value ($000) $1,165 Avg Close — Range —