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

AE Wealth Management LLC holds 6,804 shares of SCZ (ISHARES TR), worth $559,859 as of 2026-Q2. The position was decreased (-11.7% shares). SCZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$559,859

Current Shares

6,804

Total Value Change

+$294,647

Total Shares Change

+2,886

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6,804
-11.7%
$559,8590.0%$82.27
0
2026-Q1
Increased
7,701
+17.0%
$603,7990.0%$81.69
28
2025-Q4
Increased
6,581
+25.4%
$510,1960.0%$77.88
30
2025-Q3
Increased
5,247
+49.4%
$402,5780.0%$75.04
33
2025-Q2
Increased
3,512
+2.2%
$255,2790.0%$71.01
24
2025-Q1
Decreased
3,436
-9.4%
$218,3020.0%$62.14
0
2024-Q4
Decreased
3,794
-3.2%
$230,4550.0%$58.80
0
2024-Q3
Increased
3,918
+0.5%
$265,2120.0%$64.12
23

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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