AE Wealth Management »

iShares Dow Jones US Industrial shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares Dow Jones US Industrial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Industrial held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Industrial by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.6M 75k 114.36
2023-09-30 $2.6M 25k 100.89
2023-06-30 $2.8M 26k 106.04
2023-03-31 $6.6M 66k 100.16
2022-12-31 $6.1M 63k 96.46
2022-09-30 $3.2M 39k 83.78
2022-06-30 $3.7M 42k 88.13
2022-03-31 $4.3M 41k 105.43
2021-12-31 $1.8M 16k 112.74
2021-09-30 $1.7M 15k 107.14
2021-06-30 $1.4M 13k 111.13
2021-03-31 $1.1M 10k 105.67
2020-12-31 $1.3M 13k 97.13
2020-09-30 $979k 5.9k 167.09
2019-09-30 $318k 2.0k 158.76
2019-06-30 $4.1M 26k 158.25