ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 638,124 Value ($000) $176,722 Avg Close — Range —
Q3 2025
Shares 625,759 Value ($000) $171,239 Avg Close — Range —
Q2 2025
Shares 627,860 Value ($000) $154,774 Avg Close — Range —
Q1 2025
Shares 599,558 Value ($000) $126,471 Avg Close — Range —
Q4 2024
Shares 650,022 Value ($000) $152,931 Avg Close — Range —
Q3 2024
Shares 654,101 Value ($000) $143,935 Avg Close — Range —
Q2 2024
Shares 661,320 Value ($000) $141,867 Avg Close — Range —
Q1 2024
Shares 594,181 Value ($000) $115,925 Avg Close — Range —
Q4 2023
Shares 1,258,714 Value ($000) $230,408 Avg Close — Range —
Q3 2023
Shares 1,124,538 Value ($000) $172,988 Avg Close — Range —
Q2 2023
Shares 1,154,016 Value ($000) $182,981 Avg Close — Range —
Q1 2023
Shares 1,229,978 Value ($000) $170,881 Avg Close — Range —
Q4 2022
Shares 1,153,963 Value ($000) $139,087 Avg Close — Range —
Q3 2022
Shares 1,199,478 Value ($000) $143,326 Avg Close — Range —
Q2 2022
Shares 1,228,888 Value ($000) $153,906 Avg Close — Range —
Q1 2022
Shares 1,417,371 Value ($000) $225,178 Avg Close — Range —
Q4 2021
Shares 1,885,785 Value ($000) $326,901 Avg Close — Range —
Q3 2021
Shares 1,816,051 Value ($000) $277,257 Avg Close — Range —
Q2 2021
Shares 2,143,494 Value ($000) $322,810 Avg Close — Range —
Q1 2021
Shares 1,518,038 Value ($000) $204,237 Avg Close — Range —
Q4 2020
Shares 1,343,306 Value ($000) $178,713 Avg Close — Range —
Q3 2020
Shares 1,375,843 Value ($000) $166,986 Avg Close — Range —
Q2 2020
Shares 1,639,775 Value ($000) $174,833 Avg Close — Range —
Q1 2020
Shares 1,279,317 Value ($000) $107,731 Avg Close — Range —
Q4 2019
Shares 1,334,692 Value ($000) $128,905 Avg Close — Range —
Q3 2019
Shares 1,205,548 Value ($000) $104,955 Avg Close — Range —
Q2 2019
Shares 1,186,730 Value ($000) $101,821 Avg Close — Range —
Q1 2019
Shares 526,169 Value ($000) $43,267 Avg Close — Range —
Q4 2018
Shares 12,658 Value ($000) $908 Avg Close — Range —
Q3 2018
Shares 715,158 Value ($000) $61,089 Avg Close — Range —
Q2 2018
Shares 627,587 Value ($000) $49,153 Avg Close — Range —
Q1 2018
Shares 507,209 Value ($000) $37,417 Avg Close — Range —
Q4 2017
Shares 388,043 Value ($000) $28,385 Avg Close — Range —
Q3 2017
Shares 324,927 Value ($000) $22,037 Avg Close — Range —
Q2 2017
Shares 232,795 Value ($000) $15,011 Avg Close — Range —
Q1 2017
Shares 163,705 Value ($000) $10,073 Avg Close — Range —
Q4 2016
Shares 49,519 Value ($000) $2,789 Avg Close — Range —