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

AE Wealth Management LLC holds 39,860 shares of IBHG (ISHARES TR), worth $880,109 as of 2026-Q2. The position was decreased (-3.0% shares). IBHG represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$880,109

Current Shares

39,860

Total Value Change

+$369,688

Total Shares Change

+17,275

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
39,860
-3.0%
$880,1090.0%$21.87
0
2026-Q1
Decreased
41,078
-6.7%
$909,0450.0%$21.60
0
2025-Q4
Increased
44,043
+4.0%
$983,0490.0%$21.58
26
2025-Q3
Increased
42,350
+11.7%
$952,4520.0%$21.31
28
2025-Q2
Increased
37,928
+5.5%
$854,8970.0%$21.02
26
2025-Q1
Increased
35,933
+18.8%
$802,2040.0%$20.48
29
2024-Q4
Increased
30,250
+33.9%
$672,7600.0%$20.19
32
2024-Q3
Increased
22,585
+134.5%
$510,4210.0%$20.05
39

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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