ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q4 2025
Shares 40,255 Value ($000) $1,913 Avg Close — Range —
Q3 2025
Shares 43,052 Value ($000) $2,046 Avg Close — Range —
Q2 2025
Shares 39,977 Value ($000) $1,808 Avg Close — Range —
Q1 2025
Shares 49,231 Value ($000) $2,427 Avg Close — Range —
Q4 2024
Shares 50,446 Value ($000) $2,299 Avg Close — Range —
Q3 2024
Shares 53,448 Value ($000) $2,477 Avg Close — Range —
Q2 2024
Shares 54,956 Value ($000) $2,638 Avg Close — Range —
Q1 2024
Shares 56,702 Value ($000) $2,801 Avg Close — Range —
Q4 2023
Shares 11,832 Value ($000) $522 Avg Close — Range —
Q3 2023
Shares 14,050 Value ($000) $666 Avg Close — Range —
Q2 2023
Shares 18,444 Value ($000) $790 Avg Close — Range —
Q1 2023
Shares 80,701 Value ($000) $3,531 Avg Close — Range —
Q4 2022
Shares 91,781 Value ($000) $4,267 Avg Close — Range —
Q3 2022
Shares 93,108 Value ($000) $3,660 Avg Close — Range —
Q2 2022
Shares 60,310 Value ($000) $2,299 Avg Close — Range —
Q1 2022
Shares 89,807 Value ($000) $3,675 Avg Close — Range —
Q4 2021
Shares 177,733 Value ($000) $5,350 Avg Close — Range —
Q3 2021
Shares 179,899 Value ($000) $5,084 Avg Close — Range —
Q2 2021
Shares 190,272 Value ($000) $5,535 Avg Close — Range —
Q1 2021
Shares 178,585 Value ($000) $4,684,297 Avg Close — Range —
Q4 2020
Shares 132,250 Value ($000) $2,677 Avg Close — Range —
Q3 2020
Shares 116,581 Value ($000) $1,861 Avg Close — Range —
Q2 2020
Shares 5,207 Value ($000) $104 Avg Close — Range —
Q1 2020
Shares 5,207 Value ($000) $79 Avg Close — Range —
Q4 2019
Shares 4,833 Value ($000) $155 Avg Close — Range —
Q3 2019
Shares 5,076 Value ($000) $161 Avg Close — Range —
Q2 2019
Shares 5,187 Value ($000) $178 Avg Close — Range —
Q3 2018
Shares 5,718 Value ($000) $240 Avg Close — Range —
Q2 2018
Shares 5,718 Value ($000) $240 Avg Close — Range —
Q1 2018
Shares 4,591 Value ($000) $169 Avg Close — Range —
Q4 2017
Shares 4,218 Value ($000) $167 Avg Close — Range —
Q3 2017
Shares 830 Value ($000) $31 Avg Close — Range —
Q2 2017
Shares 821 Value ($000) $29 Avg Close — Range —
Q1 2017
Shares 343 Value ($000) $13 Avg Close — Range —