ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 13,232 Value ($000) $2,398 Avg Close — Range —
Q3 2025
Shares 11,397 Value ($000) $2,015 Avg Close — Range —
Q2 2025
Shares 8,493 Value ($000) $1,340 Avg Close — Range —
Q1 2025
Shares 8,592 Value ($000) $1,297 Avg Close — Range —
Q4 2024
Shares 8,843 Value ($000) $1,452 Avg Close — Range —
Q3 2024
Shares 8,983 Value ($000) $1,499 Avg Close — Range —
Q2 2024
Shares 9,267 Value ($000) $1,411 Avg Close — Range —
Q1 2024
Shares 10,014 Value ($000) $1,590 Avg Close — Range —
Q4 2023
Shares 10,924 Value ($000) $1,697 Avg Close — Range —
Q3 2023
Shares 9,892 Value ($000) $1,341 Avg Close — Range —
Q2 2023
Shares 11,548 Value ($000) $1,626 Avg Close — Range —
Q1 2023
Shares 10,467 Value ($000) $1,434 Avg Close — Range —
Q4 2022
Shares 11,841 Value ($000) $1,642 Avg Close — Range —
Q3 2022
Shares 15,024 Value ($000) $1,937 Avg Close — Range —
Q2 2022
Shares 15,252 Value ($000) $2,077 Avg Close — Range —
Q1 2022
Shares 14,441 Value ($000) $2,331 Avg Close — Range —
Q4 2021
Shares 22,877 Value ($000) $3,799 Avg Close — Range —
Q3 2021
Shares 19,201 Value ($000) $3,077 Avg Close — Range —
Q2 2021
Shares 18,098 Value ($000) $3,000 Avg Close — Range —
Q1 2021
Shares 27,642 Value ($000) $4,408,035 Avg Close — Range —
Q4 2020
Shares 19,405 Value ($000) $2,557 Avg Close — Range —
Q3 2020
Shares 22,963 Value ($000) $2,281 Avg Close — Range —
Q2 2020
Shares 22,288 Value ($000) $2,172 Avg Close — Range —
Q1 2020
Shares 20,855 Value ($000) $1,710 Avg Close — Range —
Q4 2019
Shares 6,957 Value ($000) $894 Avg Close — Range —
Q3 2019
Shares 6,963 Value ($000) $831 Avg Close — Range —
Q2 2019
Shares 4,330 Value ($000) $521 Avg Close — Range —
Q1 2019
Shares 2,142 Value ($000) $256 Avg Close — Range —
Q4 2018
Shares 16,079 Value ($000) $1,729 Avg Close — Range —
Q3 2018
Shares 24,397 Value ($000) $3,245 Avg Close — Range —
Q2 2018
Shares 22,807 Value ($000) $3,009 Avg Close — Range —
Q1 2018
Shares 15,855 Value ($000) $1,932 Avg Close — Range —
Q4 2017
Shares 13,283 Value ($000) $1,670 Avg Close — Range —
Q3 2017
Shares 1,429 Value ($000) $177 Avg Close — Range —
Q2 2017
Shares 392 Value ($000) $46 Avg Close — Range —
Q1 2017
Shares 392 Value ($000) $46 Avg Close — Range —