ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 40,911 Value ($000) $12,320 Avg Close Range
Q3 2025
Shares 39,427 Value ($000) $10,690 Avg Close Range
Q2 2025
Shares 36,611 Value ($000) $8,739 Avg Close Range
Q1 2025
Shares 9,935 Value ($000) $1,870 Avg Close Range
Q4 2024
Shares 12,606 Value ($000) $2,716 Avg Close Range
Q3 2024
Shares 9,821 Value ($000) $2,265 Avg Close Range
Q2 2024
Shares 11,898 Value ($000) $2,935 Avg Close Range
Q1 2024
Shares 12,238 Value ($000) $2,765 Avg Close Range
Q4 2023
Shares 4,004 Value ($000) $2,307 Avg Close Range
Q3 2023
Shares 6,737 Value ($000) $3,191 Avg Close Range
Q2 2023
Shares 7,122 Value ($000) $3,613 Avg Close Range
Q1 2023
Shares 6,465 Value ($000) $2,875 Avg Close Range
Q4 2022
Shares 5,200 Value ($000) $1,809 Avg Close Range
Q3 2022
Shares 5,200 Value ($000) $1,657 Avg Close Range
Q2 2022
Shares 4,212 Value ($000) $1,473 Avg Close Range
Q1 2022
Shares 5,221 Value ($000) $2,471 Avg Close Range
Q4 2021
Shares 5,061 Value ($000) $2,745 Avg Close Range
Q3 2021
Shares 4,975 Value ($000) $2,218 Avg Close Range
Q2 2021
Shares 4,050 Value ($000) $1,840 Avg Close Range
Q1 2021
Shares 5,504 Value ($000) $2,333,660 Avg Close Range
Q4 2020
Shares 8,468 Value ($000) $3,211 Avg Close Range
Q3 2020
Shares 8,284 Value ($000) $2,523 Avg Close Range
Q2 2020
Shares 8,200 Value ($000) $2,221 Avg Close Range
Q1 2020
Shares 6,061 Value ($000) $1,243 Avg Close Range
Q4 2019
Shares 6,012 Value ($000) $1,509 Avg Close Range
Q3 2019
Shares 4,724 Value ($000) $998 Avg Close Range
Q2 2019
Shares 3,610 Value ($000) $716 Avg Close Range
Q3 2018
Shares 63 Value ($000) $12 Avg Close Range
Q2 2018
Shares 28 Value ($000) $5 Avg Close Range
Q1 2018
Shares 29 Value ($000) $5 Avg Close Range
Q4 2017
Shares 28 Value ($000) $4 Avg Close Range