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HSCZHSCZ
26 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES TR

AE Wealth Management LLC holds 154,473 shares of HSCZ (ISHARES TR), worth $6.6M as of 2026-Q2. The position was decreased (-39.6% shares). HSCZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$6.6M

Current Shares

154,473

Total Value Change

+$5.8M

Total Shares Change

+115,951

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
154,473
-39.6%
$6.6M0.0%$42.41
0
2026-Q1
Increased
255,584
+31.9%
$10.1M0.1%$41.05
35
2025-Q4
Increased
193,841
+62.7%
$7.5M0.0%$39.04
40
2025-Q3
Increased
119,147
+17.9%
$4.5M0.0%$36.84
31
2025-Q2
Increased
101,097
+14.9%
$3.6M0.0%$34.35
30
2025-Q1
Decreased
87,961
-20.1%
$2.8M0.0%$31.50
0
2024-Q4
Increased
110,055
+1.7%
$3.5M0.0%$30.81
27
2024-Q3
Decreased
108,171
-38.4%
$3.5M0.0%$30.79
0
2024-Q2
Increased
175,555
+5.9%
$5.6M0.1%$29.88
29
2024-Q1
Increased
165,775
+0.5%
$5.2M0.1%$29.47
27
2023-Q4
Increased
164,997
+16.6%
$4.9M0.0%$27.41
31
2023-Q3
Increased
141,485
+24.3%
$3.9M0.0%$25.71
33
2023-Q2
Increased
113,868
+27.9%
$3.2M0.0%$25.63
33
2023-Q1
Increased
88,995
+29.8%
$2.4M0.0%$24.67
33
2022-Q4
Decreased
68,576
-2.2%
$1.8M0.0%$23.42
0
2022-Q3
Decreased
70,135
-22.1%
$2.1M0.0%$21.60
0
2022-Q2
Decreased
90,070
-2.0%
$2.8M0.0%$22.73
0
2022-Q1
Decreased
91,920
-3.5%
$3.2M0.0%$24.97
0
2021-Q4
Increased
95,251
+0.6%
$3.5M0.0%$26.50
27
2021-Q3
Increased
94,706
+16.1%
$3.5M0.0%$26.12
31
2021-Q2
Increased
81,597
+21.0%
$3M0.0%$25.48
31
2021-Q1
Increased
67,460
+45.1%
$2.4M0.0%$24.50
35
2020-Q4
Increased
46,503
+8.8%
$1.5M0.0%$22.55
28
2020-Q3
Decreased
42,736
-0.6%
$1.2M0.0%$20.02
0
2020-Q2
Increased
42,986
+11.6%
$1.2M0.0%$18.82
28
2020-Q1
New
38,522
-
$881,0000.0%$15.77
34

Other major holders of HSCZ: LPL Financial LLC, HighTower Advisors, LLC, RAYMOND JAMES FINANCIAL INC

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