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IBHKIBHK
2 quarters

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

AE Wealth Management LLC holds 737 shares of IBHK (ISHARES TR), worth $18,992 as of 2026-Q2. The position was increased (+72.2% shares). IBHK represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$18,992

Current Shares

737

Total Value Change

+$8,099

Total Shares Change

+309

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
737
+72.2%
$18,9920.0%$25.50
28
2026-Q1
New
428
-
$10,8930.0%$24.78
24

Other major holders of IBHK: BlackRock Finance, Inc., BlackRock, Inc., Integrated Wealth Concepts LLC

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