Ishares Tr rus200 val idx shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr rus200 val idx
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr rus200 val idx held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr rus200 val idx by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $133M | 1.9M | 70.99 |
| 2023-09-30 | $112M | 1.7M | 65.37 |
| 2023-06-30 | $119M | 1.8M | 67.44 |
| 2023-03-31 | $118M | 1.8M | 65.10 |
| 2022-12-31 | $117M | 1.8M | 64.97 |
| 2022-09-30 | $108M | 1.9M | 57.71 |
| 2022-06-30 | $122M | 2.0M | 61.78 |
| 2022-03-31 | $160M | 2.3M | 69.65 |
| 2021-12-31 | $169M | 2.4M | 70.07 |
| 2021-09-30 | $159M | 2.4M | 65.65 |
| 2021-06-30 | $174M | 2.6M | 66.44 |
| 2021-03-31 | $166M | 2.6M | 63.69 |
| 2020-12-31 | $128M | 2.2M | 57.90 |
| 2020-09-30 | $109M | 2.1M | 51.07 |
| 2020-06-30 | $92M | 1.9M | 48.83 |
| 2020-03-31 | $73M | 1.6M | 44.11 |
| 2019-12-31 | $93M | 1.6M | 58.51 |
| 2019-09-30 | $83M | 1.5M | 54.78 |
| 2019-06-30 | $82M | 1.5M | 54.04 |
| 2019-03-31 | $36M | 681k | 52.56 |
| 2018-12-31 | $765k | 16k | 47.79 |
| 2018-09-30 | $55M | 1.0M | 53.46 |
| 2018-06-30 | $44M | 866k | 50.89 |
| 2018-03-31 | $35M | 698k | 50.44 |
| 2017-12-31 | $27M | 512k | 52.42 |
| 2017-09-30 | $21M | 419k | 49.96 |
| 2017-06-30 | $14M | 287k | 48.88 |
| 2017-03-31 | $9.8M | 203k | 48.17 |
| 2016-12-31 | $2.8M | 59k | 47.00 |