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IWSIWS
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES RUSSELL MIDCAP VALUE INDEX FUND

AE Wealth Management LLC holds 368,117 shares of IWS (ISHARES RUSSELL MIDCAP VALUE INDEX FUND), worth $60.6M as of 2026-Q2. The position was decreased (-3.2% shares). IWS represents 0.3% of AE Wealth Management LLC's portfolio.

Current Value

$60.6M

Current Shares

368,117

Total Value Change

+$21.3M

Total Shares Change

+71,225

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
368,117
-3.2%
$60.6M0.3%$164.60
0
2026-Q1
Increased
380,308
+0.8%
$55.4M0.3%$151.87
35
2025-Q4
Increased
377,481
+2.9%
$53.2M0.3%$142.38
36
2025-Q3
Increased
366,952
+0.4%
$51.3M0.3%$138.71
35
2025-Q2
Increased
365,411
+24.7%
$48.3M0.4%$130.39
43
2025-Q1
Decreased
292,979
-3.6%
$36.9M0.3%$123.56
0
2024-Q4
Increased
303,779
+2.3%
$39.3M0.3%$127.07
36
2024-Q3
Increased
296,892
+4.3%
$39.3M0.4%$129.34
36

Other major holders of IWS: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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