ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

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

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

Q4 2025
Shares 456 Value ($000) $39 Avg Close — Range —
Q3 2025
Shares 323 Value ($000) $23 Avg Close — Range —
Q2 2025
Shares 156 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 93 Value ($000) $7 Avg Close — Range —
Q4 2024
Shares 93 Value ($000) $6 Avg Close — Range —
Q4 2021
Shares 5,188 Value ($000) $1,036 Avg Close — Range —
Q3 2021
Shares 3,510 Value ($000) $643 Avg Close — Range —