ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 3,965 Value ($000) $1,534 Avg Close Range
Q3 2025
Shares 3,789 Value ($000) $1,436 Avg Close Range
Q2 2025
Shares 3,704 Value ($000) $1,300 Avg Close Range
Q1 2025
Shares 3,732 Value ($000) $1,185 Avg Close Range
Q4 2024
Shares 4,032 Value ($000) $1,348 Avg Close Range
Q3 2024
Shares 4,000 Value ($000) $1,307 Avg Close Range
Q2 2024
Shares 1,472 Value ($000) $454 Avg Close Range
Q1 2024
Shares 1,580 Value ($000) $474 Avg Close Range
Q4 2023
Shares 1,344 Value ($000) $368 Avg Close Range
Q3 2023
Shares 1,344 Value ($000) $329 Avg Close Range
Q2 2023
Shares 1,344 Value ($000) $342 Avg Close Range
Q1 2023
Shares 1,334 Value ($000) $314 Avg Close Range
Q4 2022
Shares 1,334 Value ($000) $294 Avg Close Range
Q3 2022
Shares 1,334 Value ($000) $276 Avg Close Range
Q2 2022
Shares 1,304 Value ($000) $283 Avg Close Range
Q1 2022
Shares 1,304 Value ($000) $342 Avg Close Range
Q4 2021
Shares 1,304 Value ($000) $362 Avg Close Range
Q3 2021
Shares 1,304 Value ($000) $332 Avg Close Range
Q2 2021
Shares 1,304 Value ($000) $334 Avg Close Range
Q1 2021
Shares 1,668 Value ($000) $395,700 Avg Close Range
Q4 2020
Shares 1,290 Value ($000) $288 Avg Close Range
Q3 2020
Shares 1,297 Value ($000) $254 Avg Close Range
Q2 2020
Shares 1,223 Value ($000) $220 Avg Close Range
Q2 2018
Shares 78 Value ($000) $13 Avg Close Range
Q1 2018
Shares 78 Value ($000) $12 Avg Close Range
Q4 2017
Shares 78 Value ($000) $12 Avg Close Range