Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

AIAAIA
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

Yes. Wealth Enhancement Advisory Services holds 53,319 shares of AIA, worth $7.4M, as of its Q3 2026 13F filing. It increased the position by 1,014 shares (+1.9%) from Q2 2026. Wealth Enhancement Advisory Services has held AIA since Q3 2023, across 13 quarterly 13F filings.

Current Value

$7.4M

Current Shares

53,319

Total Value Change

+$5M

Total Shares Change

+9,476

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
53,319
+1.9%
$7.4M0.0%$142.17
28
2026-Q2
Increased
52,305
+7.1%
$7.3M0.0%$141.66
29
2026-Q1
Increased
48,834
+18.1%
$5.2M0.0%$105.76
32
2025-Q4
Increased
41,351
+5.8%
$4.3M0.0%$97.15
28
2025-Q3
Increased
39,068
+7.3%
$3.8M0.0%$92.64
29
2025-Q2
Decreased
36,417
-14.9%
$3M0.0%$79.38
0
2025-Q1
Decreased
42,780
-3.8%
$3.1M0.0%$70.12
0
2024-Q4
Increased
44,473
+0.9%
$3M0.0%$65.74
27
2024-Q3
Decreased
44,054
-1.2%
$3.2M0.0%$68.55
0
2024-Q2
Increased
44,573
+0.1%
$3M0.0%$63.65
26
2024-Q1
Increased
44,543
+3.8%
$2.7M0.0%$57.25
27
2023-Q4
Decreased
42,928
-2.1%
$2.5M0.0%$54.66
0
2023-Q3
New
43,843
-
$2.4M0.0%$51.39
36

Other major holders of AIA: BlackRock, Inc., BlackRock Finance, Inc., ASSETMARK, INC

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