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
Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION, Kestra Advisory Services, LLC
Increased |
| 1.1M |
+2.0% |
| $102.2M |
| 0.6% |
| $96.16 |
43 |
| 2025-Q4 | 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 |