ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 6,489 Value ($000) $2,423 Avg Close Range
Q3 2025
Shares 7,051 Value ($000) $2,577 Avg Close Range
Q2 2025
Shares 7,171 Value ($000) $2,435 Avg Close Range
Q1 2025
Shares 6,984 Value ($000) $2,142 Avg Close Range
Q4 2024
Shares 6,933 Value ($000) $2,234 Avg Close Range
Q3 2024
Shares 6,741 Value ($000) $2,119 Avg Close Range
Q2 2024
Shares 3,723 Value ($000) $1,108 Avg Close Range
Q1 2024
Shares 3,947 Value ($000) $1,137 Avg Close Range
Q4 2023
Shares 3,357 Value ($000) $880 Avg Close Range
Q3 2023
Shares 2,775 Value ($000) $652 Avg Close Range
Q2 2023
Shares 2,743 Value ($000) $669 Avg Close Range
Q1 2023
Shares 2,934 Value ($000) $661 Avg Close Range
Q4 2022
Shares 2,934 Value ($000) $618 Avg Close Range
Q3 2022
Shares 1,385 Value ($000) $273 Avg Close Range
Q2 2022
Shares 885 Value ($000) $184 Avg Close Range
Q1 2022
Shares 885 Value ($000) $221 Avg Close Range
Q4 2021
Shares 854 Value ($000) $226 Avg Close Range
Q3 2021
Shares 852 Value ($000) $206 Avg Close Range
Q2 2021
Shares 737 Value ($000) $178 Avg Close Range
Q1 2021
Shares 5,608 Value ($000) $1,255,239 Avg Close Range
Q4 2020
Shares 737 Value ($000) $156 Avg Close Range
Q3 2020
Shares 737 Value ($000) $138 Avg Close Range
Q2 2020
Shares 291 Value ($000) $50 Avg Close Range
Q1 2020
Shares 375 Value ($000) $53 Avg Close Range
Q4 2019
Shares 1,527 Value ($000) $272 Avg Close Range
Q3 2019
Shares 1,438 Value ($000) $236 Avg Close Range
Q2 2019
Shares 278 Value ($000) $45 Avg Close Range
Q3 2018
Shares 273 Value ($000) $44 Avg Close Range
Q2 2018
Shares 273 Value ($000) $41 Avg Close Range
Q1 2018
Shares 66 Value ($000) $9 Avg Close Range
Q4 2017
Shares 66 Value ($000) $9 Avg Close Range
Q3 2017
Shares 66 Value ($000) $9 Avg Close Range
Q2 2017
Shares 66 Value ($000) $8 Avg Close Range
Q1 2017
Shares 66 Value ($000) $8 Avg Close Range