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.
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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
Download as csvQuarterly 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 |
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