ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 95,140 Value ($000) $2,196 Avg Close — Range —
Q3 2025
Shares 97,378 Value ($000) $2,278 Avg Close — Range —
Q2 2025
Shares 33,020 Value ($000) $767 Avg Close — Range —
Q1 2025
Shares 32,501 Value ($000) $755 Avg Close — Range —
Q4 2024
Shares 31,021 Value ($000) $718 Avg Close — Range —
Q3 2024
Shares 30,854 Value ($000) $722 Avg Close — Range —
Q2 2024
Shares 25,415 Value ($000) $582 Avg Close — Range —
Q1 2024
Shares 40,298 Value ($000) $929 Avg Close — Range —
Q4 2023
Shares 76,668 Value ($000) $1,763 Avg Close — Range —