AE Wealth Management LLC

Position in IBB — iShares Biotechnology ETF

CIK 1697723 TOPEKA, KS

Position in IBB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$305,955

+$50,101 QoQ

Shares Held

1,812

+19.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$305,955	1,812	+19.5%	Shares	Other	2026-05-13
2025-12-31	$255,854	1,516	+8.4%	Shares	Other	2026-01-26
2025-09-30	$201,828	1,398	-12.7%	Shares	Other	2025-11-03
2025-06-30	$202,541	1,601	-20.4%	Shares	Other	2025-08-06
2025-03-31	$257,205	2,011	-6.4%	Shares	Sole	2025-05-06
2024-12-31	$283,986	2,148	-4.4%	Shares	Other	2025-02-13
2024-09-30	$327,017	2,246	+10.4%	Shares	Other	2024-11-14
2024-06-30	$279,186	2,034	+10.7%	Shares	Other	2024-08-12
2024-03-31	$252,210	1,838	-92.7%	Shares	Other	2024-05-15
2023-12-31	$3,410,921	25,108	+9.7%	Shares	Sole	2024-02-14
2023-09-30	$2,799,584	22,893	+17.8%	Shares	Sole	2023-10-11
2023-06-30	$2,466,324	19,426	-7.1%	Shares	Sole	2023-07-10
2023-03-31	$2,700,993	20,912	-14.7%	Shares	Sole	2023-04-14
2022-12-31	$3,219,493	24,522	-11.2%	Shares	Sole	2023-01-31
2022-09-30	$3,228,096	27,600	+26.0%	Shares	Sole	2022-10-25
2022-06-30	$2,576,332	21,902	+7.4%	Shares	Sole	2022-08-03
2022-03-31	$2,657,468	20,395	+7.7%	Shares	Sole	2022-04-18
2021-12-31	$2,889,401	18,932	+92.5%	Shares	Sole	2022-01-20
2021-09-30	$1,589,799	9,833	-7.1%	Shares	Sole	2021-11-01
2021-06-30	$1,732,562	10,587	+0.4%	Shares	Sole	2021-07-21
2021-03-31	$1,588,257	10,549	+0.0%	Shares	Sole	2021-04-27
2020-12-31	$1,597,916	10,548	-0.3%	Shares	Sole	2021-02-01
2020-09-30	$1,432,366	10,578	-47.4%	Shares	Sole	2020-11-06
2020-06-30	$2,749,519	20,115	-65.7%	Shares	Sole	2020-08-05
2020-03-31	$6,314,318	58,607	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.