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

As of 2026-Q2, AE Wealth Management LLC holds 24,254 shares of IWM (ISHARES TR).

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

As of 2026-Q2, AE Wealth Management LLC's IWM position is worth $7.3M.

In 2026-Q2, AE Wealth Management LLC decreased their IWM position (-15.1% change in shares).

Based on available 13F filings, AE Wealth Management LLC first reported a position in IWM in 2019-Q1. They have held the position across 30 quarters.

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

Current Value

$7.3M

Current Shares

24,254

Total Value Change

+$4.3M

Total Shares Change

+5,003

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	24,254	-15.1%	$7.3M	0.0%	$299.67	0
2026-Q1	Increased	28,580	+18.3%	$7.1M	0.0%	$246.77	32
2025-Q4	Increased	24,150	+18.4%	$5.9M	0.0%	$244.50	32
2025-Q3	Decreased	20,400	-3.4%	$4.9M	0.0%	$239.53	0
2025-Q2	Decreased	21,118	-9.3%	$4.6M	0.0%	$213.02	0
2025-Q1	Increased	23,283	+8.8%	$4.6M	0.0%	$196.38	29
2024-Q4	Increased	21,403	+14.7%	$4.7M	0.0%	$217.03	31
2024-Q3	Decreased	18,665	-88.6%	$4.1M	0.0%	$216.32	0
2024-Q2	Increased	164,329	+0.9%	$33.3M	0.3%	$198.02	35
2024-Q1	Decreased	162,840	-32.9%	$34.2M	0.4%	$204.68	0
2023-Q4	Decreased	242,773	-47.7%	$47.6M	0.2%	$194.85	0
2023-Q3	Decreased	464,001	-16.4%	$82M	0.5%	$170.95	0
2023-Q2	Increased	555,092	+11.7%	$104M	0.6%	$180.29	47
2023-Q1	Increased	497,014	+3.1%	$88.7M	0.6%	$171.28	43
2022-Q4	Increased	482,068	+4.8%	$84.1M	0.6%	$166.78	44
2022-Q3	Decreased	460,049	-3.4%	$75.9M	0.6%	$157.03	0
2022-Q2	Increased	476,256	+1.7%	$80.7M	0.6%	$160.43	43
2022-Q1	Increased	468,334	+40.1%	$96.1M	0.7%	$193.93	56
2021-Q4	Decreased	334,203	-16.9%	$74.3M	0.5%	$209.75	0
2021-Q3	Increased	402,370	+10.7%	$88M	0.7%	$205.64	47
2021-Q2	Increased	363,482	+12.5%	$83.4M	0.7%	$214.97	47
2021-Q1	Increased	323,137	+1.5%	$71.4M	0.7%	$206.76	42
2020-Q4	Increased	318,486	+33.8%	$62.4M	0.7%	$183.13	54
2020-Q3	Increased	237,998	+4.1%	$35.7M	0.5%	$139.48	43
2020-Q2	Increased	228,651	+65.3%	$32.7M	0.5%	$132.82	60
2020-Q1	Increased	138,321	+47.1%	$15.8M	0.4%	$105.82	46
2019-Q4	Increased	94,038	+8.0%	$15.6M	0.3%	$152.57	36
2019-Q3	Increased	87,103	+85.3%	$13.2M	0.4%	$138.86	52
2019-Q2	Increased	47,011	+144.2%	$7.3M	0.2%	$142.18	53
2019-Q1	First report	19,251	-	$2.9M	0.2%	$139.48	0