Does AE Wealth Management own ITOT stock?

Yes. As of its Q2 2026 13F, AE Wealth Management holds 26,715 shares of ITOT, worth $4.4M.

How many shares of ITOT does AE Wealth Management own?

As of its Q2 2026 13F, AE Wealth Management holds 26,715 shares of ITOT.

As of its Q2 2026 13F, AE Wealth Management's ITOT position is worth $4.4M.

In Q2 2026, AE Wealth Management increased its ITOT position by 2,058 shares (+8.4%).

AE Wealth Management already held ITOT in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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

Current Value

$4.4M

Current Shares

26,715

Total Value Change

-$13.3M

Total Shares Change

-248,568

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	26,715	+8.3%	$4.4M	0.0%	$164.27	29
2026-Q1	Increased	24,657	+12.4%	$3.5M	0.0%	$142.06	30
2025-Q4	Increased	21,936	+1.1%	$3.3M	0.0%	$147.98	27
2025-Q3	Increased	21,698	+3.7%	$3.2M	0.0%	$144.48	27
2025-Q2	Increased	20,928	+35.0%	$2.8M	0.0%	$133.57	34
2025-Q1	Decreased	15,500	-3.2%	$1.9M	0.0%	$120.32	0
2024-Q4	Increased	16,010	+0.9%	$2.1M	0.0%	$126.47	26
2024-Q3	Decreased	15,859	-3.3%	$2M	0.0%	$123.09	0
2024-Q2	Decreased	16,397	-14.1%	$1.9M	0.0%	$116.52	0
2024-Q1	Decreased	19,092	-86.9%	$2.2M	0.0%	$112.78	0
2023-Q4	Increased	145,711	+1.6%	$15.6M	0.1%	$102.65	29
2023-Q3	Increased	143,366	+29.4%	$13.5M	0.1%	$91.47	35
2023-Q2	Increased	110,828	+1.2%	$10.8M	0.1%	$94.12	28
2023-Q1	Decreased	109,549	-62.3%	$9.9M	0.1%	$86.85	0
2022-Q4	Decreased	290,314	-36.5%	$24.6M	0.2%	$81.40	0
2022-Q3	Decreased	457,565	-26.4%	$36.4M	0.3%	$75.63	0
2022-Q2	Increased	621,832	+93.4%	$52.1M	0.4%	$79.27	56
2022-Q1	Decreased	321,541	-40.6%	$32.5M	0.2%	$95.22	0
2021-Q4	Increased	541,023	+133.8%	$57.9M	0.4%	$100.59	57
2021-Q3	Increased	231,389	+132.8%	$22.8M	0.2%	$92.18	55
2021-Q2	Decreased	99,371	-1.5%	$9.8M	0.1%	$92.20	0
2021-Q1	Decreased	100,926	-13.7%	$9.2M	0.1%	$85.31	0
2020-Q4	Decreased	116,907	-60.4%	$10.1M	0.1%	$80.04	0
2020-Q3	Decreased	294,916	-10.0%	$22.3M	0.3%	$69.79	0
2020-Q2	Decreased	327,633	-29.2%	$22.8M	0.4%	$63.91	0
2020-Q1	Decreased	462,547	-16.1%	$26.5M	0.6%	$52.44	0
2019-Q4	Increased	551,393	+11.9%	$40.1M	0.9%	$66.42	46
2019-Q3	Decreased	492,517	-5.8%	$33M	1.0%	$60.80	0
2019-Q2	Increased	522,956	+90.0%	$34.8M	1.0%	$59.95	72
2019-Q1	First report	275,283	-	$17.7M	1.2%	$57.63	0