ISHARES TR

Ticker: IEZ CUSIP: 464288844 Class: US OIL EQ&SV ETF

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

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

Q4 2025
Shares 137 Value ($000) $3 Avg Close — Range —
Q3 2025
Shares 53 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 53 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 169 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 174 Value ($000) $3 Avg Close — Range —
Q1 2021
Shares 91,803 Value ($000) $1,231 Avg Close — Range —
Q2 2020
Shares 114,628 Value ($000) $987 Avg Close — Range —