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iShares S&P Global Financials Sect. shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. 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 S&P Global Financials Sect. by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $391k 3.2k 120.78
2025-09-30 $103k 880 116.71
2025-06-30 $142 1 142.00
2025-03-31 $16k 152 103.31
2024-12-31 $35k 365 96.17
2022-03-31 $2.0M 25k 79.44
2021-12-31 $9.1M 113k 80.06
2021-09-30 $9.3M 118k 78.45
2021-06-30 $9.4M 121k 77.61
2018-12-31 $209k 3.7k 56.76