ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

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

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

Q4 2025
Shares 4,098 Value ($000) $378 Avg Close Range
Q3 2025
Shares 4,077 Value ($000) $365 Avg Close Range
Q2 2025
Shares 4,008 Value ($000) $343 Avg Close Range
Q1 2025
Shares 2,765 Value ($000) $217 Avg Close Range
Q4 2024
Shares 10,327 Value ($000) $804 Avg Close Range
Q3 2024
Shares 10,324 Value ($000) $733 Avg Close Range
Q2 2024
Shares 8,680 Value ($000) $566 Avg Close Range
Q1 2024
Shares 9,024 Value ($000) $598 Avg Close Range
Q4 2023
Shares 2,913 Value ($000) $522 Avg Close Range
Q3 2023
Shares 2,962 Value ($000) $458 Avg Close Range
Q2 2023
Shares 2,940 Value ($000) $464 Avg Close Range
Q1 2023
Shares 2,854 Value ($000) $431 Avg Close Range
Q4 2022
Shares 2,782 Value ($000) $438 Avg Close Range
Q3 2022
Shares 2,456 Value ($000) $347 Avg Close Range
Q2 2022
Shares 2,435 Value ($000) $361 Avg Close Range
Q1 2022
Shares 2,467 Value ($000) $445 Avg Close Range
Q4 2021
Shares 8,544 Value ($000) $1,650 Avg Close Range
Q3 2021
Shares 8,441 Value ($000) $1,588 Avg Close Range
Q2 2021
Shares 8,263 Value ($000) $1,531 Avg Close Range
Q1 2021
Shares 7,001 Value ($000) $1,199,147 Avg Close Range
Q4 2020
Shares 20,504 Value ($000) $3,077 Avg Close Range
Q3 2020
Shares 30,981 Value ($000) $3,780 Avg Close Range
Q2 2020
Shares 30,239 Value ($000) $3,611 Avg Close Range
Q1 2020
Shares 19,776 Value ($000) $2,030 Avg Close Range
Q4 2019
Shares 19,017 Value ($000) $2,887 Avg Close Range
Q3 2019
Shares 18,927 Value ($000) $2,582 Avg Close Range
Q2 2019
Shares 24,224 Value ($000) $3,243 Avg Close Range
Q1 2019
Shares 25,957 Value ($000) $3,239 Avg Close Range
Q4 2018
Shares 25,892 Value ($000) $2,906 Avg Close Range
Q3 2018
Shares 25,302 Value ($000) $3,373 Avg Close Range
Q2 2018
Shares 23,986 Value ($000) $3,109 Avg Close Range
Q1 2018
Shares 14,871 Value ($000) $1,947 Avg Close Range
Q4 2017
Shares 7,639 Value ($000) $996 Avg Close Range
Q3 2017
Shares 3,482 Value ($000) $417 Avg Close Range
Q2 2017
Shares 130 Value ($000) $14 Avg Close Range
Q1 2017
Shares 130 Value ($000) $14 Avg Close Range