ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 299,689 Value ($000) $29,034 Avg Close — Range —
Q3 2025
Shares 304,031 Value ($000) $29,153 Avg Close — Range —
Q2 2025
Shares 331,044 Value ($000) $30,118 Avg Close — Range —
Q1 2025
Shares 321,868 Value ($000) $26,805 Avg Close — Range —
Q4 2024
Shares 270,033 Value ($000) $24,554 Avg Close — Range —
Q3 2024
Shares 269,333 Value ($000) $24,760 Avg Close — Range —
Q2 2024
Shares 269,102 Value ($000) $23,711 Avg Close — Range —
Q1 2024
Shares 328,452 Value ($000) $29,971 Avg Close — Range —
Q4 2023
Shares 273,804 Value ($000) $21,691 Avg Close — Range —
Q3 2023
Shares 275,781 Value ($000) $19,922 Avg Close — Range —
Q2 2023
Shares 277,580 Value ($000) $20,819 Avg Close — Range —
Q1 2023
Shares 306,941 Value ($000) $21,949 Avg Close — Range —
Q4 2022
Shares 301,494 Value ($000) $20,592 Avg Close — Range —
Q3 2022
Shares 279,010 Value ($000) $17,583 Avg Close — Range —
Q2 2022
Shares 273,851 Value ($000) $17,453 Avg Close — Range —
Q1 2022
Shares 280,098 Value ($000) $21,643 Avg Close — Range —
Q4 2021
Shares 278,239 Value ($000) $23,723 Avg Close — Range —
Q3 2021
Shares 279,819 Value ($000) $22,159 Avg Close — Range —
Q2 2021
Shares 281,824 Value ($000) $22,808 Avg Close — Range —
Q1 2021
Shares 353,369 Value ($000) $27,693,492 Avg Close — Range —
Q4 2020
Shares 295,682 Value ($000) $21,354 Avg Close — Range —
Q3 2020
Shares 75,109 Value ($000) $17,965 Avg Close — Range —
Q2 2020
Shares 77,383 Value ($000) $17,335 Avg Close — Range —
Q1 2020
Shares 80,782 Value ($000) $14,416 Avg Close — Range —
Q4 2019
Shares 96,452 Value ($000) $22,966 Avg Close — Range —
Q3 2019
Shares 96,046 Value ($000) $21,501 Avg Close — Range —
Q2 2019
Shares 93,052 Value ($000) $21,055 Avg Close — Range —
Q1 2019
Shares 93,518 Value ($000) $20,489 Avg Close — Range —
Q4 2018
Shares 90,616 Value ($000) $17,328 Avg Close — Range —
Q3 2018
Shares 60,547 Value ($000) $14,104 Avg Close — Range —
Q2 2018
Shares 58,295 Value ($000) $13,104 Avg Close — Range —
Q1 2018
Shares 55,838 Value ($000) $12,191 Avg Close — Range —
Q4 2017
Shares 48,978 Value ($000) $10,571 Avg Close — Range —
Q3 2017
Shares 46,650 Value ($000) $9,440 Avg Close — Range —
Q2 2017
Shares 45,295 Value ($000) $8,905 Avg Close — Range —
Q1 2017
Shares 43,713 Value ($000) $8,345 Avg Close — Range —
Q4 2016
Shares 5,256 Value ($000) $957 Avg Close — Range —