ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

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

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

Q4 2025
Shares 44,043 Value ($000) $983 Avg Close — Range —
Q3 2025
Shares 42,350 Value ($000) $952 Avg Close — Range —
Q2 2025
Shares 37,928 Value ($000) $855 Avg Close — Range —
Q1 2025
Shares 35,933 Value ($000) $802 Avg Close — Range —
Q4 2024
Shares 30,250 Value ($000) $673 Avg Close — Range —
Q3 2024
Shares 22,585 Value ($000) $510 Avg Close — Range —
Q2 2024
Shares 9,630 Value ($000) $212 Avg Close — Range —