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IWYIWY
30 quarters

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

AE Wealth Management LLC holds 684,496 shares of IWY (ISHARES RUSSELL TOP 200 GROW), worth $198.9M as of 2026-Q2. The position was increased (+3.9% shares). IWY represents 0.9% of AE Wealth Management LLC's portfolio.

Current Value

$198.9M

Current Shares

684,496

Total Value Change

+$155.7M

Total Shares Change

+158,327

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
684,496
+3.9%
$198.9M0.9%$290.62
45
2026-Q1
Increased
658,865
+3.3%
$164M0.9%$261.70
44
2025-Q4
Increased
638,124
+2.0%
$176.7M1.0%$278.93
49
2025-Q3
Decreased
625,759
-0.3%
$171.2M1.1%$271.67
0
2025-Q2
Increased
627,860
+4.7%
$154.8M1.1%$244.27
50
2025-Q1
Decreased
599,558
-7.8%
$126.5M1.1%$209.87
0
2024-Q4
Decreased
650,022
-0.6%
$152.9M1.3%$236.18
0
2024-Q3
Decreased
654,101
-1.1%
$143.9M1.3%$217.61
0
2024-Q2
Increased
661,320
+11.3%
$141.9M1.4%$213.14
53
2024-Q1
Decreased
594,181
-52.8%
$115.9M1.3%$193.66
0
2023-Q4
Increased
1.3M
+11.9%
$230.4M1.2%$173.71
54
2023-Q3
Decreased
1.1M
-2.5%
$173M1.0%$152.17
0
2023-Q2
Decreased
1.2M
-6.2%
$183M1.1%$154.24
0
2023-Q1
Increased
1.2M
+6.6%
$170.9M1.1%$134.78
51
2022-Q4
Decreased
1.2M
-3.8%
$139.1M1.0%$118.58
0
2022-Q3
Decreased
1.2M
-2.4%
$143.3M1.1%$119.58
0
2022-Q2
Decreased
1.2M
-13.3%
$153.9M1.2%$124.02
0
2022-Q1
Decreased
1.4M
-24.8%
$225.2M1.5%$157.66
0
2021-Q4
Increased
1.9M
+3.8%
$326.9M2.3%$170.10
55
2021-Q3
Decreased
1.8M
-15.3%
$277.3M2.3%$149.97
0
2021-Q2
Increased
2.1M
+41.2%
$322.8M2.8%$146.77
71
2021-Q1
Increased
1.5M
+13.0%
$204.2M2.1%$129.12
59
2020-Q4
Decreased
1.3M
-2.4%
$178.7M2.0%$128.65
0
2020-Q3
Decreased
1.4M
-16.1%
$167M2.4%$116.52
0
2020-Q2
Increased
1.6M
+28.2%
$174.8M2.7%$101.29
65
2020-Q1
Decreased
1.3M
-4.2%
$107.7M2.5%$82.05
0
2019-Q4
Increased
1.3M
+10.7%
$128.9M2.8%$92.71
57
2019-Q3
Increased
1.2M
+1.6%
$105M3.0%$82.91
56
2019-Q2
Increased
1.2M
+125.5%
$101.8M3.1%$82.03
89
2019-Q1
New
526,169
-
$43.3M3.0%$78.37
81

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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