ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 1,587,359 Value ($000) $190,769 Avg Close Range
Q3 2025
Shares 1,532,026 Value ($000) $182,051 Avg Close Range
Q2 2025
Shares 704,794 Value ($000) $77,027 Avg Close Range
Q1 2025
Shares 646,754 Value ($000) $67,631 Avg Close Range
Q4 2024
Shares 610,310 Value ($000) $70,320 Avg Close Range
Q3 2024
Shares 586,185 Value ($000) $68,560 Avg Close Range
Q2 2024
Shares 567,066 Value ($000) $60,483 Avg Close Range
Q1 2024
Shares 553,912 Value ($000) $61,218 Avg Close Range
Q4 2023
Shares 520,782 Value ($000) $56,375 Avg Close Range
Q3 2023
Shares 741,334 Value ($000) $69,930 Avg Close Range
Q2 2023
Shares 731,437 Value ($000) $72,888 Avg Close Range
Q1 2023
Shares 725,792 Value ($000) $70,184 Avg Close Range
Q4 2022
Shares 684,220 Value ($000) $64,755 Avg Close Range
Q3 2022
Shares 688,115 Value ($000) $59,997 Avg Close Range
Q2 2022
Shares 663,846 Value ($000) $61,346 Avg Close Range
Q1 2022
Shares 842,698 Value ($000) $90,910 Avg Close Range
Q4 2021
Shares 776,948 Value ($000) $88,968 Avg Close Range
Q3 2021
Shares 735,163 Value ($000) $80,272 Avg Close Range
Q2 2021
Shares 721,444 Value ($000) $81,509 Avg Close Range
Q1 2021
Shares 726,201 Value ($000) $78,814,572 Avg Close Range
Q4 2020
Shares 650,503 Value ($000) $59,781 Avg Close Range
Q3 2020
Shares 420,933 Value ($000) $29,562 Avg Close Range
Q2 2020
Shares 403,672 Value ($000) $27,567 Avg Close Range
Q1 2020
Shares 372,869 Value ($000) $20,921 Avg Close Range
Q4 2019
Shares 338,486 Value ($000) $28,382 Avg Close Range
Q3 2019
Shares 333,149 Value ($000) $25,932 Avg Close Range
Q2 2019
Shares 311,545 Value ($000) $24,387 Avg Close Range
Q1 2019
Shares 289,256 Value ($000) $22,316 Avg Close Range
Q4 2018
Shares 269,148 Value ($000) $18,657 Avg Close Range
Q3 2018
Shares 250,711 Value ($000) $21,872 Avg Close Range
Q2 2018
Shares 75,141 Value ($000) $6,271 Avg Close Range
Q1 2018
Shares 68,284 Value ($000) $5,258 Avg Close Range
Q4 2017
Shares 60,121 Value ($000) $4,617 Avg Close Range
Q3 2017
Shares 57,393 Value ($000) $4,259 Avg Close Range
Q2 2017
Shares 46,235 Value ($000) $3,241 Avg Close Range
Q1 2017
Shares 27,530 Value ($000) $1,903 Avg Close Range