Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 535,640 shares of IVV (ISHARES TR), worth $349.9M as of 2026-Q1. The position was increased (+5.7% shares). IVV represents 1.9% of AE Wealth Management LLC's portfolio.
Current Value
$349.9M
Current Shares
535,640
Total Value Change
+$193M
Total Shares Change
+249,030
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 535,640 |
+5.7% |
| $349.9M |
| 1.9% |
| $683.37 |
52 |
| 2025-Q4 | Increased | 506,948 | +8.6% | $347.2M | 2.0% | $689.92 | 53 |
| 2025-Q3 | Increased | 466,917 | +15.7% | $312.5M | 2.0% | $664.41 | 56 |
| 2025-Q2 | Increased | 403,627 | +20.8% | $250.6M | 1.8% | $613.43 | 58 |
| 2025-Q1 | Increased | 334,268 | +9.2% | $187.8M | 1.6% | $552.75 | 53 |
| 2024-Q4 | Decreased | 306,013 | -3.1% | $180.1M | 1.5% | $583.48 | 0 |
| 2024-Q3 | Increased | 315,893 | +10.2% | $182.2M | 1.7% | $564.81 | 53 |
| 2024-Q2 | Decreased | 286,610 | -9.1% | $156.8M | 1.6% | $536.31 | 0 |