How many shares of ISHG does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 33,347 shares of ISHG (ISHARES TR).

What is AE Wealth Management LLC's ISHG position worth?

As of 2026-Q2, AE Wealth Management LLC's ISHG position is worth $2.5M.

Is AE Wealth Management LLC buying or selling ISHG?

In 2026-Q2, AE Wealth Management LLC increased their ISHG position (+15.6% change in shares).

When did AE Wealth Management LLC first buy ISHG?

Based on available 13F filings, AE Wealth Management LLC first reported a position in ISHG in 2020-Q1. They have held the position across 26 quarters.

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AE Wealth Management LLC

ISHG
26 quarters

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

Current Value

$2.5M

Current Shares

33,347

Total Value Change

+$1.8M

Total Shares Change

+24,592

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	33,347	+15.6%	$2.5M	0.0%	$74.25	30
2026-Q1	Increased	28,852	+13.5%	$2.1M	0.0%	$75.27	29
2025-Q4	Increased	25,424	+9.6%	$1.9M	0.0%	$75.30	28
2025-Q3	Increased	23,188	+7.4%	$1.8M	0.0%	$74.97	28
2025-Q2	Increased	21,588	+56.6%	$1.7M	0.0%	$75.00	36
2025-Q1	Increased	13,782	+8.7%	$970,040	0.0%	$69.54	27
2024-Q4	Increased	12,682	+1.7%	$854,440	0.0%	$66.59	25
2024-Q3	Decreased	12,466	-66.9%	$922,153	0.0%	$71.37	0
2024-Q2	Increased	37,636	+3.5%	$2.6M	0.0%	$66.81	27
2024-Q1	Increased	36,365	+1.4%	$2.5M	0.0%	$67.19	26
2023-Q4	Increased	35,844	+3.5%	$2.5M	0.0%	$69.29	27
2023-Q3	Increased	34,642	+17.9%	$2.3M	0.0%	$64.85	31
2023-Q2	Increased	29,375	+5.8%	$2M	0.0%	$66.26	27
2023-Q1	Increased	27,770	+16.9%	$1.9M	0.0%	$67.76	30
2022-Q4	Decreased	23,765	-9.5%	$1.7M	0.0%	$66.78	0
2022-Q3	Decreased	26,258	-12.8%	$1.7M	0.0%	$61.70	0
2022-Q2	Decreased	30,097	-8.4%	$2.1M	0.0%	$66.54	0
2022-Q1	Increased	32,856	+20.8%	$2.5M	0.0%	$72.74	31
2021-Q4	Decreased	27,193	-1.5%	$2.1M	0.0%	$74.76	0
2021-Q3	Increased	27,619	+3.1%	$2.2M	0.0%	$76.23	27
2021-Q2	Increased	26,800	+20.6%	$2.2M	0.0%	$78.11	31
2021-Q1	Increased	22,224	+79.0%	$1.8M	0.0%	$77.30	39
2020-Q4	Increased	12,418	+18.4%	$1.1M	0.0%	$80.87	29
2020-Q3	Increased	10,490	+2.7%	$856,000	0.0%	$77.10	26
2020-Q2	Increased	10,212	+16.6%	$806,000	0.0%	$74.93	29
2020-Q1	New	8,755	-	$676,000	0.0%	$73.25	34

Other major holders of ISHG: NewEdge Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA

ISHG26 quarters

ISHG
26 quarters