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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES S&P 500 GROWTH ETF

AE Wealth Management LLC holds 709,045 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $97.5M as of 2026-Q2. The position was decreased (-0.8% shares). IVW represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$97.5M

Current Shares

709,045

Total Value Change

+$21.1M

Total Shares Change

-89,450

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
709,045
-0.8%
$97.5M0.5%$137.53
0
2026-Q1
Increased
714,893
+0.6%
$80.9M0.4%$118.67
36
2025-Q4
Increased
710,568
+2.5%
$87.6M0.5%$124.16
43
2025-Q3
Increased
693,299
+4.1%
$83.7M0.5%$120.03
44
2025-Q2
Decreased
666,017
-8.7%
$73.3M0.5%$109.25
0
2025-Q1
Decreased
729,467
-3.8%
$67.7M0.6%$92.24
0
2024-Q4
Decreased
758,448
-5.0%
$77M0.7%$101.96
0
2024-Q3
Decreased
798,495
-4.0%
$76.5M0.7%$94.72
0

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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