ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 1,081,107 Value ($000) $99,311 Avg Close — Range —
Q3 2025
Shares 1,047,957 Value ($000) $92,094 Avg Close — Range —
Q2 2025
Shares 1,017,400 Value ($000) $85,655 Avg Close — Range —
Q1 2025
Shares 1,011,637 Value ($000) $83,136 Avg Close — Range —
Q4 2024
Shares 1,068,745 Value ($000) $84,463 Avg Close — Range —
Q3 2024
Shares 1,040,613 Value ($000) $84,571 Avg Close — Range —
Q2 2024
Shares 952,600 Value ($000) $71,274 Avg Close — Range —
Q1 2024
Shares 913,786 Value ($000) $69,740 Avg Close — Range —
Q4 2023
Shares 1,869,333 Value ($000) $132,704 Avg Close — Range —
Q3 2023
Shares 1,719,064 Value ($000) $112,375 Avg Close — Range —
Q2 2023
Shares 1,758,376 Value ($000) $118,585 Avg Close — Range —
Q1 2023
Shares 1,811,558 Value ($000) $117,932 Avg Close — Range —
Q4 2022
Shares 1,794,917 Value ($000) $116,616 Avg Close — Range —
Q3 2022
Shares 1,875,532 Value ($000) $108,237 Avg Close — Range —
Q2 2022
Shares 1,975,850 Value ($000) $122,068 Avg Close — Range —
Q1 2022
Shares 2,295,334 Value ($000) $159,870 Avg Close — Range —
Q4 2021
Shares 2,409,590 Value ($000) $168,840 Avg Close — Range —
Q3 2021
Shares 2,414,221 Value ($000) $158,494 Avg Close — Range —
Q2 2021
Shares 2,624,341 Value ($000) $174,361 Avg Close — Range —
Q1 2021
Shares 2,612,133 Value ($000) $166,376 Avg Close — Range —
Q4 2020
Shares 2,212,817 Value ($000) $128,122 Avg Close — Range —
Q3 2020
Shares 2,137,591 Value ($000) $109,167 Avg Close — Range —
Q2 2020
Shares 1,879,362 Value ($000) $91,769 Avg Close — Range —
Q1 2020
Shares 1,649,998 Value ($000) $72,781 Avg Close — Range —
Q4 2019
Shares 1,583,094 Value ($000) $92,627 Avg Close — Range —
Q3 2019
Shares 1,509,676 Value ($000) $82,695 Avg Close — Range —
Q2 2019
Shares 1,521,985 Value ($000) $82,248 Avg Close — Range —
Q1 2019
Shares 681,075 Value ($000) $35,797 Avg Close — Range —
Q4 2018
Shares 16,008 Value ($000) $765 Avg Close — Range —
Q3 2018
Shares 1,029,248 Value ($000) $55,024 Avg Close — Range —
Q2 2018
Shares 865,780 Value ($000) $44,061 Avg Close — Range —
Q1 2018
Shares 697,895 Value ($000) $35,205 Avg Close — Range —
Q4 2017
Shares 511,942 Value ($000) $26,836 Avg Close — Range —
Q3 2017
Shares 419,211 Value ($000) $20,942 Avg Close — Range —
Q2 2017
Shares 286,726 Value ($000) $14,015 Avg Close — Range —
Q1 2017
Shares 202,669 Value ($000) $9,763 Avg Close — Range —
Q4 2016
Shares 59,420 Value ($000) $2,793 Avg Close — Range —