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iShares Dow Jones US Reg Banks Ind. shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. 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 Dow Jones US Reg Banks Ind. by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 432 55.15
2022-03-31 $1.3M 22k 58.90
2021-12-31 $2.1M 35k 61.76
2021-09-30 $2.0M 34k 60.57
2021-06-30 $1.9M 34k 57.52
2021-03-31 $1.6M 29k 56.67
2020-12-31 $1.4M 30k 45.34
2020-06-30 $940k 28k 33.82