iShares Russell 2000 Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $88M | 447k | 195.98 |
| 2023-09-30 | $124M | 702k | 176.74 |
| 2023-06-30 | $1.6M | 810k | 1.93 |
| 2023-03-31 | $136M | 763k | 178.40 |
| 2022-12-31 | $130M | 748k | 174.36 |
| 2022-09-30 | $5.2M | 730k | 7.07 |
| 2022-06-30 | $126M | 744k | 169.36 |
| 2022-03-31 | $150M | 732k | 205.27 |
| 2021-12-31 | $74M | 334k | 222.45 |
| 2021-09-30 | $4.7M | 640k | 7.40 |
| 2021-06-30 | $2.5M | 588k | 4.26 |
| 2021-03-31 | $4.1M | 527k | 7.83 |
| 2020-12-31 | $3.1M | 610k | 5.06 |
| 2020-09-30 | $128M | 856k | 149.79 |
| 2020-06-30 | $950k | 815k | 1.17 |
| 2020-03-31 | $2.0M | 397k | 5.15 |
| 2019-12-31 | $16M | 96k | 165.67 |
| 2019-09-30 | $13M | 87k | 151.34 |
| 2019-06-30 | $7.3M | 47k | 155.50 |
| 2019-03-31 | $2.9M | 19k | 153.08 |
| 2018-12-31 | $726k | 5.4k | 133.85 |
| 2018-09-30 | $5.0M | 30k | 168.56 |
| 2018-06-30 | $4.5M | 27k | 163.75 |
| 2018-03-31 | $3.1M | 21k | 151.81 |
| 2017-12-31 | $5.2M | 34k | 152.45 |
| 2017-09-30 | $3.4M | 23k | 148.17 |
| 2017-06-30 | $1.2M | 8.2k | 140.96 |
| 2017-03-31 | $471k | 3.4k | 137.40 |
| 2016-12-31 | $296k | 2.2k | 135.04 |