ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 324,486 Value ($000) $64,450 Avg Close — Range —
Q3 2025
Shares 477,193 Value ($000) $92,814 Avg Close — Range —
Q2 2025
Shares 473,831 Value ($000) $86,626 Avg Close — Range —
Q1 2025
Shares 499,394 Value ($000) $85,341 Avg Close — Range —
Q4 2024
Shares 487,282 Value ($000) $86,775 Avg Close — Range —
Q3 2024
Shares 465,159 Value ($000) $83,403 Avg Close — Range —
Q2 2024
Shares 453,945 Value ($000) $77,516 Avg Close — Range —
Q1 2024
Shares 493,568 Value ($000) $81,118 Avg Close — Range —
Q4 2023
Shares 583,042 Value ($000) $88,243 Avg Close — Range —
Q3 2023
Shares 563,521 Value ($000) $74,266 Avg Close — Range —
Q2 2023
Shares 655,323 Value ($000) $88,383 Avg Close — Range —
Q1 2023
Shares 423,493 Value ($000) $52,541 Avg Close — Range —
Q4 2022
Shares 120,171 Value ($000) $13,695 Avg Close — Range —
Q3 2022
Shares 121,819 Value ($000) $12,662 Avg Close — Range —
Q2 2022
Shares 290,103 Value ($000) $32,413 Avg Close — Range —
Q1 2022
Shares 759,831 Value ($000) $102,296 Avg Close — Range —
Q4 2021
Shares 776,281 Value ($000) $112,995 Avg Close — Range —
Q3 2021
Shares 206,405 Value ($000) $27,190 Avg Close — Range —
Q2 2021
Shares 626,808 Value ($000) $83,284 Avg Close — Range —
Q1 2021
Shares 164,324 Value ($000) $20,011 Avg Close — Range —
Q4 2020
Shares 446,351 Value ($000) $51,870 Avg Close — Range —
Q3 2020
Shares 115,053 Value ($000) $11,936 Avg Close — Range —
Q2 2020
Shares 80,991 Value ($000) $7,769 Avg Close — Range —
Q1 2020
Shares 84,785 Value ($000) $6,871 Avg Close — Range —
Q4 2019
Shares 252,263 Value ($000) $25,479 Avg Close — Range —
Q3 2019
Shares 130,334 Value ($000) $12,043 Avg Close — Range —
Q2 2019
Shares 109,938 Value ($000) $10,056 Avg Close — Range —
Q1 2019
Shares 48,035 Value ($000) $4,254 Avg Close — Range —