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AIAAIA
12 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 52,305 shares of AIA (ISHARES TR), worth $7.3M as of 2026-Q2. The position was increased (+7.1% shares). AIA represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$7.3M

Current Shares

52,305

Total Value Change

+$4.8M

Total Shares Change

+8,462

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
52,305
+7.1%
$7.3M0.0%$141.66
29
2026-Q1
Increased
48,834
+18.1%
$5.2M0.0%$109.55
32
2025-Q4
Increased
41,351
+5.8%
$4.3M0.0%$97.96
28
2025-Q3
Increased
39,068
+7.3%
$3.8M0.0%$92.64
29
2025-Q2
Decreased
36,417
-14.9%
$3M0.0%$79.93
0
2025-Q1
Decreased
42,780
-3.8%
$3.1M0.0%$70.52
0
2024-Q4
Increased
44,473
+0.9%
$3M0.0%$66.35
27
2024-Q3
Decreased
44,054
-1.2%
$3.2M0.0%$70.62
0
2024-Q2
Increased
44,573
+0.1%
$3M0.0%$63.88
26
2024-Q1
Increased
44,543
+3.8%
$2.7M0.0%$57.46
27
2023-Q4
Decreased
42,928
-2.1%
$2.5M0.0%$54.86
0
2023-Q3
New
43,843
-
$2.4M0.0%$51.57
36

Other major holders of AIA: BlackRock Finance, Inc., Steward Partners Investment Advisory, LLC, ASSETMARK, INC

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