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

AE Wealth Management LLC holds 1.1M shares of IWX (ISHARES TR), worth $102.2M as of 2026-Q1. The position was increased (+2.0% shares). IWX represents 0.6% of AE Wealth Management LLC's portfolio.

Current Value

$102.2M

Current Shares

1.1M

Total Value Change

+$31M

Total Shares Change

+150,508

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+2.0%
$102.2M0.6%$96.16
43
2025-Q4
Increased
1.1M
+3.2%
$99.3M0.6%$92.45
44
2025-Q3
Increased
1M
+3.0%
$92.1M0.6%$87.34
43
2025-Q2
Increased
1M
+0.6%
$85.7M0.6%$83.19
42
2025-Q1
Decreased
1M
-5.3%
$83.1M0.7%$80.26
0
2024-Q4
Increased
1.1M
+2.7%
$84.5M0.7%$77.51
43
2024-Q3
Increased
1M
+9.2%
$84.6M0.8%$79.11
46
2024-Q2
Increased
952,600
+4.3%
$71.3M0.7%$72.78
44

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

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