ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 17,281 Value ($000) $2,902 Avg Close Range
Q3 2025
Shares 14,924 Value ($000) $2,456 Avg Close Range
Q2 2025
Shares 9,246 Value ($000) $1,391 Avg Close Range
Q1 2025
Shares 9,556 Value ($000) $1,214 Avg Close Range
Q4 2024
Shares 9,236 Value ($000) $1,287 Avg Close Range
Q3 2024
Shares 9,869 Value ($000) $1,302 Avg Close Range
Q2 2024
Shares 8,720 Value ($000) $1,112 Avg Close Range
Q1 2024
Shares 8,323 Value ($000) $976 Avg Close Range
Q4 2023
Shares 8,344 Value ($000) $869 Avg Close Range
Q3 2023
Shares 8,166 Value ($000) $774 Avg Close Range
Q2 2023
Shares 7,996 Value ($000) $781 Avg Close Range
Q1 2023
Shares 8,948 Value ($000) $794 Avg Close Range
Q4 2022
Shares 7,225 Value ($000) $589 Avg Close Range
Q3 2022
Shares 6,124 Value ($000) $491 Avg Close Range
Q2 2022
Shares 10,640 Value ($000) $891 Avg Close Range
Q1 2022
Shares 69,712 Value ($000) $7,366 Avg Close Range
Q4 2021
Shares 12,397 Value ($000) $1,434 Avg Close Range
Q3 2021
Shares 9,403 Value ($000) $963 Avg Close Range
Q2 2021
Shares 8,389 Value ($000) $847 Avg Close Range
Q1 2021
Shares 7,047 Value ($000) $639,769 Avg Close Range
Q4 2020
Shares 5,054 Value ($000) $448 Avg Close Range
Q3 2020
Shares 4,903 Value ($000) $392 Avg Close Range
Q2 2020
Shares 4,707 Value ($000) $338 Avg Close Range
Q1 2020
Shares 4,901 Value ($000) $279 Avg Close Range
Q4 2019
Shares 5,723 Value ($000) $387 Avg Close Range
Q3 2019
Shares 5,588 Value ($000) $351 Avg Close Range
Q2 2019
Shares 5,880 Value ($000) $368 Avg Close Range
Q1 2019
Shares 5,738 Value ($000) $346 Avg Close Range
Q4 2018
Shares 5,691 Value ($000) $299 Avg Close Range
Q3 2018
Shares 5,739 Value ($000) $357 Avg Close Range
Q2 2018
Shares 5,819 Value ($000) $333 Avg Close Range
Q1 2018
Shares 3,973 Value ($000) $217 Avg Close Range
Q4 2017
Shares 3,972 Value ($000) $213 Avg Close Range
Q3 2017
Shares 3,971 Value ($000) $200 Avg Close Range
Q2 2017
Shares 3,968 Value ($000) $191 Avg Close Range
Q1 2017
Shares 3,968 Value ($000) $184 Avg Close Range