ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 404,651 Value ($000) $43,848 Avg Close — Range —
Q3 2025
Shares 381,290 Value ($000) $42,285 Avg Close — Range —
Q2 2025
Shares 28,575 Value ($000) $2,988 Avg Close — Range —
Q1 2025
Shares 15,111 Value ($000) $1,533 Avg Close — Range —
Q4 2024
Shares 10,351 Value ($000) $996 Avg Close — Range —
Q3 2024
Shares 4,122 Value ($000) $421 Avg Close — Range —
Q2 2024
Shares 4,122 Value ($000) $362 Avg Close — Range —
Q1 2024
Shares 4,122 Value ($000) $348 Avg Close — Range —
Q4 2023
Shares 4,765 Value ($000) $381 Avg Close — Range —
Q3 2023
Shares 5,380 Value ($000) $396 Avg Close — Range —
Q2 2023
Shares 6,832 Value ($000) $559 Avg Close — Range —
Q1 2023
Shares 26,358 Value ($000) $2,206 Avg Close — Range —
Q4 2022
Shares 25,069 Value ($000) $2,169 Avg Close — Range —
Q3 2022
Shares 24,815 Value ($000) $2,013 Avg Close — Range —
Q2 2022
Shares 24,134 Value ($000) $2,066 Avg Close — Range —
Q1 2022
Shares 24,679 Value ($000) $2,246 Avg Close — Range —
Q4 2021
Shares 44,238 Value ($000) $3,912 Avg Close — Range —
Q3 2021
Shares 44,134 Value ($000) $3,484 Avg Close — Range —
Q2 2021
Shares 42,398 Value ($000) $3,328 Avg Close — Range —
Q1 2021
Shares 38,965 Value ($000) $3,100,055 Avg Close — Range —
Q4 2020
Shares 30,128 Value ($000) $2,338 Avg Close — Range —
Q3 2020
Shares 15,137 Value ($000) $2,210 Avg Close — Range —
Q2 2020
Shares 2,656 Value ($000) $372 Avg Close — Range —
Q1 2020
Shares 4,028 Value ($000) $556 Avg Close — Range —
Q4 2019
Shares 2,456 Value ($000) $397 Avg Close — Range —
Q3 2019
Shares 1,260 Value ($000) $205 Avg Close — Range —
Q2 2019
Shares 1,260 Value ($000) $189 Avg Close — Range —
Q3 2018
Shares 954 Value ($000) $128 Avg Close — Range —
Q2 2018
Shares 304 Value ($000) $40 Avg Close — Range —
Q1 2018
Shares 304 Value ($000) $38 Avg Close — Range —
Q4 2017
Shares 4 Value ($000) $0 Avg Close — Range —
Q3 2017
Shares 4 Value ($000) $0 Avg Close — Range —
Q2 2017
Shares 4 Value ($000) $0 Avg Close — Range —
Q1 2017
Shares 4 Value ($000) $0 Avg Close — Range —