Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 266,445 shares of IWO (ISHARES TR), worth $86.1M as of 2025-Q4. The position was increased (++24.2% shares). IWO represents 0.5% of AE Wealth Management LLC's portfolio.
Current Value
$86.1M
Current Shares
266,445
Total Value Change
+$56.7M
Total Shares Change
+154,476
Other major holders of IWO: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 266,445 |
+24.2% |
| $86.1M |
| 0.5% |
| $325.75 |
43 |
| 2025-Q3 | Increased | 214,511 | +12.9% | $68.7M | 0.4% | $319.16 | 40 |
| 2025-Q2 | Increased | 189,933 | +5.4% | $54.3M | 0.4% | $284.05 | 37 |
| 2025-Q1 | Increased | 180,183 | +13.8% | $46M | 0.4% | $256.43 | 40 |
| 2024-Q4 | Increased | 158,382 | +20.5% | $45.6M | 0.4% | $286.61 | 42 |
| 2024-Q3 | Increased | 131,460 | +17.4% | $37.3M | 0.3% | $280.76 | 40 |
| 2024-Q2 | Increased | 111,969 | +26.1% | $29.4M | 0.3% | $259.57 | 42 |