ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 528,873 Value ($000) $50,915 Avg Close Range
Q3 2025
Shares 485,977 Value ($000) $46,921 Avg Close Range
Q2 2025
Shares 482,136 Value ($000) $44,342 Avg Close Range
Q1 2025
Shares 480,495 Value ($000) $40,876 Avg Close Range
Q4 2024
Shares 458,218 Value ($000) $40,507 Avg Close Range
Q3 2024
Shares 450,815 Value ($000) $39,735 Avg Close Range
Q2 2024
Shares 452,792 Value ($000) $36,712 Avg Close Range
Q1 2024
Shares 457,550 Value ($000) $38,475 Avg Close Range
Q4 2023
Shares 454,373 Value ($000) $35,318 Avg Close Range
Q3 2023
Shares 444,078 Value ($000) $30,752 Avg Close Range
Q2 2023
Shares 449,592 Value ($000) $32,834 Avg Close Range
Q1 2023
Shares 453,542 Value ($000) $31,712 Avg Close Range
Q4 2022
Shares 444,678 Value ($000) $29,994 Avg Close Range
Q3 2022
Shares 442,337 Value ($000) $27,491 Avg Close Range
Q2 2022
Shares 438,993 Value ($000) $28,385 Avg Close Range
Q1 2022
Shares 448,236 Value ($000) $34,980 Avg Close Range
Q4 2021
Shares 447,552 Value ($000) $37,151 Avg Close Range
Q3 2021
Shares 444,451 Value ($000) $34,765 Avg Close Range
Q2 2021
Shares 433,895 Value ($000) $34,382 Avg Close Range
Q1 2021
Shares 445,373 Value ($000) $32,926,439 Avg Close Range
Q4 2020
Shares 422,061 Value ($000) $28,932 Avg Close Range
Q3 2020
Shares 416,826 Value ($000) $23,917 Avg Close Range
Q2 2020
Shares 412,951 Value ($000) $22,134 Avg Close Range
Q1 2020
Shares 416,610 Value ($000) $17,985 Avg Close Range
Q4 2019
Shares 420,205 Value ($000) $25,052 Avg Close Range
Q3 2019
Shares 421,410 Value ($000) $23,577 Avg Close Range
Q2 2019
Shares 425,489 Value ($000) $23,772 Avg Close Range
Q1 2019
Shares 413,817 Value ($000) $22,325 Avg Close Range
Q4 2018
Shares 409,968 Value ($000) $19,055 Avg Close Range
Q3 2018
Shares 100,310 Value ($000) $22,119 Avg Close Range
Q2 2018
Shares 2,386 Value ($000) $506 Avg Close Range
Q1 2018
Shares 2,661 Value ($000) $549 Avg Close Range
Q4 2017
Shares 3,517 Value ($000) $732 Avg Close Range
Q3 2017
Shares 3,190 Value ($000) $628 Avg Close Range
Q2 2017
Shares 690 Value ($000) $132 Avg Close Range
Q1 2017
Shares 502 Value ($000) $93 Avg Close Range