AE Wealth Management LLC

Position in IWX — iShares Russell Top 200 Value ETF

CIK 1697723 TOPEKA, KS

All Filings in IWX

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IWX	$102,225,012	1,103,108	+2.0%	Shares	Other	2026-05-13
2025-12-31 IWX	$99,310,480	1,081,107	+3.2%	Shares	Other	2026-01-26
2025-09-30 IWX	$92,094,454	1,047,957	+3.0%	Shares	Other	2025-11-03
2025-06-30 IWX	$85,654,902	1,017,400	+0.6%	Shares	Other	2025-08-06
2025-03-31 IWX	$83,136,326	1,011,637	-5.3%	Shares	Other	2025-05-06
2024-12-31 IWX	$84,462,914	1,068,745	+2.7%	Shares	Sole	2025-02-13
2024-09-30 IWX	$84,570,617	1,040,613	+9.2%	Shares	Other	2024-11-14
2024-06-30 IWX	$71,273,530	952,600	+4.2%	Shares	Other	2024-08-12
2024-03-31 IWX	$69,740,145	913,786	-51.1%	Shares	Other	2024-05-15
2023-12-31 IWX	$131,171,096	1,869,333	+8.7%	Shares	Sole	2024-02-14
2023-09-30 IWX	$112,375,213	1,719,064	-2.2%	Shares	Sole	2023-10-11
2023-06-30 IWX	$118,584,877	1,758,376	-2.9%	Shares	Sole	2023-07-10
2023-03-31 IWX	$117,932,425	1,811,558	+0.9%	Shares	Sole	2023-04-14
2022-12-31 IWX	$116,615,757	1,794,917	-4.3%	Shares	Sole	2023-01-31
2022-09-30 IWX	$108,236,951	1,875,532	-5.1%	Shares	Sole	2022-10-25
2022-06-30 IWX	$122,068,013	1,975,850	-13.9%	Shares	Sole	2022-08-03
2022-03-31 IWX	$159,870,013	2,295,334	-4.7%	Shares	Sole	2022-04-18
2021-12-31 IWX	$168,839,971	2,409,590	-0.2%	Shares	Sole	2022-01-20
2021-09-30 IWX	$158,493,608	2,414,221	-8.0%	Shares	Sole	2021-11-01
2021-06-30 IWX	$174,361,216	2,624,341	+0.5%	Shares	Sole	2021-07-21
2021-03-31 IWX	$166,366,750	2,612,133	+18.0%	Shares	Sole	2021-04-27
2020-12-31 IWX	$128,122,104	2,212,817	+3.5%	Shares	Sole	2021-02-01
2020-09-30 IWX	$109,166,772	2,137,591	+13.7%	Shares	Sole	2020-11-06
2020-06-30 IWX	$91,769,246	1,879,362	+13.9%	Shares	Sole	2020-08-05
2020-03-31 IWX	$72,781,411	1,649,998	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.