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IWXIWX
30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES RUSSELL TOP 200 VALU

AE Wealth Management LLC holds 1.2M shares of IWX (ISHARES RUSSELL TOP 200 VALU), worth $123.7M as of 2026-Q2. The position was increased (+6.6% shares). IWX represents 0.6% of AE Wealth Management LLC's portfolio.

Current Value

$123.7M

Current Shares

1.2M

Total Value Change

+$87.9M

Total Shares Change

+494,928

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+6.6%
$123.7M0.6%$105.16
45
2026-Q1
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
2024-Q1
Decreased
913,786
-51.1%
$69.7M0.8%$73.90
0
2023-Q4
Increased
1.9M
+8.7%
$132.7M0.7%$67.63
46
2023-Q3
Decreased
1.7M
-2.2%
$112.4M0.7%$62.60
0
2023-Q2
Decreased
1.8M
-2.9%
$118.6M0.7%$63.67
0
2023-Q1
Increased
1.8M
+0.9%
$117.9M0.8%$60.98
43
2022-Q4
Decreased
1.8M
-4.3%
$116.6M0.8%$61.23
0
2022-Q3
Decreased
1.9M
-5.1%
$108.2M0.9%$54.78
0
2022-Q2
Decreased
2M
-13.9%
$122.1M1.0%$57.82
0
2022-Q1
Decreased
2.3M
-4.7%
$159.9M1.1%$65.62
0
2021-Q4
Decreased
2.4M
-0.2%
$168.8M1.2%$64.75
0
2021-Q3
Decreased
2.4M
-8.0%
$158.5M1.3%$61.14
0
2021-Q2
Increased
2.6M
+0.5%
$174.4M1.5%$60.44
48
2021-Q1
Increased
2.6M
+18.1%
$166.4M1.7%$58.16
56
2020-Q4
Increased
2.2M
+3.5%
$128.1M1.5%$52.01
49
2020-Q3
Increased
2.1M
+13.7%
$109.2M1.6%$45.62
54
2020-Q2
Increased
1.9M
+13.9%
$91.8M1.4%$43.19
53
2020-Q1
Increased
1.6M
+4.2%
$72.8M1.7%$39.92
49
2019-Q4
Increased
1.6M
+4.9%
$92.6M2.0%$51.57
54
2019-Q3
Decreased
1.5M
-0.8%
$82.7M2.4%$47.82
0
2019-Q2
Increased
1.5M
+123.5%
$82.2M2.5%$46.99
82
2019-Q1
New
681,075
-
$35.8M2.5%$45.41
75

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

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