Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 638,124 shares of IWY (ISHARES TR), worth $176.7M as of 2025-Q4. The position was increased (++2.0% shares). IWY represents 1.0% of AE Wealth Management LLC's portfolio.
Current Value
$176.7M
Current Shares
638,124
Total Value Change
+$34.9M
Total Shares Change
-23,196
Other major holders of IWY: Kestra Advisory Services, LLC, TIAA TRUST, NATIONAL ASSOCIATION
Increased |
| 638,124 |
+2.0% |
| $176.7M |
| 1.0% |
| $278.93 |
49 |
| 2025-Q3 | Decreased | 625,759 | -0.3% | $171.2M | 1.1% | $271.67 | 0 |
| 2025-Q2 | Increased | 627,860 | +4.7% | $154.8M | 1.1% | $244.27 | 50 |
| 2025-Q1 | Decreased | 599,558 | -7.8% | $126.5M | 1.1% | $209.87 | 0 |
| 2024-Q4 | Decreased | 650,022 | -0.6% | $152.9M | 1.3% | $236.18 | 0 |
| 2024-Q3 | Decreased | 654,101 | -1.1% | $143.9M | 1.3% | $217.61 | 0 |
| 2024-Q2 | Increased | 661,320 | +11.3% | $141.9M | 1.4% | $213.14 | 53 |