Ishares Tr Phill Invstmrk shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr Phill Invstmrk (EPHE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr Phill Invstmrk
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All positions including Ishares Tr Phill Invstmrk 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 Phill Invstmrk by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $720 | 29 | 24.83 |
| 2025-06-30 | $785 | 29 | 27.10 |
| 2025-03-31 | $733 | 29 | 25.31 |
| 2024-12-31 | $726 | 29 | 25.03 |