AE Wealth Management »

iShares Dow Jones US Tele shares owned by AE Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Tele 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 Tele by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 198k 32.26
2025-06-30 $5.0M 169k 29.78
2025-03-31 $3.6M 130k 27.39
2024-12-31 $7.6M 284k 26.83
2022-03-31 $792k 27k 29.87