ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 309,939 Value ($000) $65,193 Avg Close — Range —
Q3 2025
Shares 307,233 Value ($000) $62,550 Avg Close — Range —
Q2 2025
Shares 288,893 Value ($000) $56,112 Avg Close — Range —
Q1 2025
Shares 319,708 Value ($000) $60,156 Avg Close — Range —
Q4 2024
Shares 251,890 Value ($000) $46,632 Avg Close — Range —
Q3 2024
Shares 248,399 Value ($000) $47,146 Avg Close — Range —
Q2 2024
Shares 244,579 Value ($000) $42,672 Avg Close — Range —
Q1 2024
Shares 240,289 Value ($000) $43,038 Avg Close — Range —
Q4 2023
Shares 242,122 Value ($000) $40,011 Avg Close — Range —
Q3 2023
Shares 231,256 Value ($000) $35,109 Avg Close — Range —
Q2 2023
Shares 220,656 Value ($000) $34,826 Avg Close — Range —
Q1 2023
Shares 222,774 Value ($000) $33,920 Avg Close — Range —
Q4 2022
Shares 224,645 Value ($000) $34,067 Avg Close — Range —
Q3 2022
Shares 217,841 Value ($000) $29,624 Avg Close — Range —
Q2 2022
Shares 218,951 Value ($000) $31,741 Avg Close — Range —
Q1 2022
Shares 223,136 Value ($000) $37,036 Avg Close — Range —
Q4 2021
Shares 241,871 Value ($000) $40,617 Avg Close — Range —
Q3 2021
Shares 241,223 Value ($000) $37,754 Avg Close — Range —
Q2 2021
Shares 238,846 Value ($000) $37,886 Avg Close — Range —
Q1 2021
Shares 258,336 Value ($000) $39,150,793 Avg Close — Range —
Q4 2020
Shares 229,765 Value ($000) $31,416 Avg Close — Range —
Q3 2020
Shares 260,959 Value ($000) $30,827 Avg Close — Range —
Q2 2020
Shares 260,593 Value ($000) $29,348 Avg Close — Range —
Q1 2020
Shares 258,586 Value ($000) $25,646 Avg Close — Range —
Q4 2019
Shares 260,361 Value ($000) $35,534 Avg Close — Range —
Q3 2019
Shares 254,278 Value ($000) $32,613 Avg Close — Range —
Q2 2019
Shares 241,177 Value ($000) $30,682 Avg Close — Range —
Q1 2019
Shares 219,934 Value ($000) $27,159 Avg Close — Range —
Q4 2018
Shares 251,655 Value ($000) $27,946 Avg Close — Range —
Q3 2018
Shares 198,761 Value ($000) $25,167 Avg Close — Range —
Q2 2018
Shares 192,630 Value ($000) $23,381 Avg Close — Range —
Q1 2018
Shares 186,429 Value ($000) $22,364 Avg Close — Range —
Q4 2017
Shares 175,805 Value ($000) $21,859 Avg Close — Range —
Q3 2017
Shares 128,103 Value ($000) $15,181 Avg Close — Range —
Q2 2017
Shares 127,511 Value ($000) $14,846 Avg Close — Range —
Q1 2017
Shares 121,055 Value ($000) $13,914 Avg Close — Range —