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 $99.3M as of 2025-Q4. The position was increased (++3.2% shares). IWX represents 0.6% of AE Wealth Management LLC's portfolio.
Current Value
$99.3M
Current Shares
1.1M
Total Value Change
+$28M
Total Shares Change
+128,507
Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION, Kestra Advisory Services, LLC
Increased |
| 1.1M |
+3.2% |
| $99.3M |
| 0.6% |
| $92.45 |
44 |
| 2025-Q3 | Increased | 1M | +3.0% | $92.1M | 0.6% | $87.34 | 43 |
| 2025-Q2 | Increased | 1M | +0.6% | $85.7M | 0.6% | $83.19 | 42 |
| 2025-Q1 | Decreased | 1M | -5.3% | $83.1M | 0.7% | $80.26 | 0 |
| 2024-Q4 | Increased | 1.1M | +2.7% | $84.5M | 0.7% | $77.51 | 43 |
| 2024-Q3 | Increased | 1M | +9.2% | $84.6M | 0.8% | $79.11 | 46 |
| 2024-Q2 | Increased | 952,600 | +4.3% | $71.3M | 0.7% | $72.78 | 44 |