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Ishares Tr rus200 idx etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr rus200 idx etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 idx etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 idx etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $398k 3.4k 118.78
2023-09-30 $580k 5.6k 103.38
2023-06-30 $780k 7.3k 106.64
2023-03-31 $797k 8.2k 97.31
2022-03-31 $5.7M 53k 108.09
2019-12-31 $695k 9.2k 75.18
2019-09-30 $1.9M 28k 68.92