iShares S&P NA Tec.-SW. Idx. Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares S&P NA Tec.-SW. Idx. Fund
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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $865k | 7.5k | 115.00 |
| 2025-06-30 | $873k | 8.0k | 109.50 |
| 2025-03-31 | $626k | 7.0k | 88.99 |
| 2024-12-31 | $656k | 6.6k | 100.10 |
| 2024-09-30 | $626k | 7.0k | 89.35 |
| 2024-06-30 | $388k | 4.5k | 86.90 |
| 2024-03-31 | $346k | 4.1k | 85.27 |
| 2023-12-31 | $3.0M | 7.0k | 423.29 |
| 2023-09-30 | $2.8M | 8.2k | 341.28 |
| 2023-06-30 | $2.7M | 7.8k | 345.90 |
| 2023-03-31 | $2.1M | 6.7k | 304.71 |
| 2022-12-31 | $1.6M | 6.3k | 255.85 |
| 2022-09-30 | $1.6M | 6.3k | 250.08 |
| 2022-06-30 | $1.6M | 5.8k | 269.62 |
| 2022-03-31 | $2.1M | 6.0k | 345.03 |
| 2021-12-31 | $1.7M | 4.3k | 397.72 |
| 2021-09-30 | $511k | 1.3k | 398.91 |
| 2021-06-30 | $607k | 1.6k | 390.35 |
| 2021-03-31 | $1.5M | 4.3k | 341.55 |
| 2020-12-31 | $1.6M | 4.4k | 354.23 |
| 2020-09-30 | $1.2M | 4.0k | 311.21 |
| 2020-06-30 | $1.0M | 3.6k | 284.15 |
| 2020-03-31 | $457k | 2.2k | 210.21 |
| 2019-12-31 | $467k | 2.0k | 232.92 |
| 2019-09-30 | $431k | 2.0k | 211.79 |
| 2019-06-30 | $381k | 1.7k | 218.71 |
| 2017-09-30 | $343k | 2.3k | 146.33 |
| 2017-06-30 | $463k | 3.4k | 136.86 |
| 2017-03-31 | $233k | 1.8k | 126.56 |
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