Back to AE Wealth Management LLC

IWY
Showing 8 of 29 quarters

Position history for AE Wealth Management LLC's holdings in ISHARES TR

AE Wealth Management LLC holds 658,865 shares of IWY (ISHARES TR), worth $164M as of 2026-Q1. The position was increased (+3.3% shares). IWY represents 0.9% of AE Wealth Management LLC's portfolio.

Current Value

$164M

Current Shares

658,865

Total Value Change

+$22.1M

Total Shares Change

-2,455

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used