ISHARES TR

Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES

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

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

Q4 2025
Shares 538,120 Value ($000) $36,011 Avg Close — Range —
Q3 2025
Shares 485,657 Value ($000) $33,214 Avg Close — Range —
Q2 2025
Shares 63,735 Value ($000) $4,492 Avg Close — Range —
Q1 2025
Shares 4,572 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 13,335 Value ($000) $875 Avg Close — Range —
Q3 2024
Shares 20,107 Value ($000) $1,419 Avg Close — Range —
Q2 2024
Shares 19,774 Value ($000) $1,300 Avg Close — Range —
Q1 2024
Shares 27,832 Value ($000) $1,882 Avg Close — Range —
Q4 2023
Shares 9,064 Value ($000) $1,738 Avg Close — Range —
Q3 2023
Shares 15,986 Value ($000) $2,982 Avg Close — Range —
Q2 2023
Shares 15,886 Value ($000) $3,182 Avg Close — Range —
Q1 2023
Shares 12,504 Value ($000) $2,491 Avg Close — Range —
Q4 2022
Shares 12,395 Value ($000) $2,513 Avg Close — Range —
Q3 2022
Shares 12,488 Value ($000) $2,246 Avg Close — Range —
Q2 2022
Shares 11,957 Value ($000) $2,331 Avg Close — Range —
Q1 2022
Shares 10,821 Value ($000) $2,168 Avg Close — Range —
Q4 2021
Shares 537 Value ($000) $107 Avg Close — Range —
Q3 2021
Shares 552 Value ($000) $99 Avg Close — Range —
Q2 2021
Shares 552 Value ($000) $102 Avg Close — Range —
Q1 2021
Shares 544 Value ($000) $96,283 Avg Close — Range —
Q4 2020
Shares 642 Value ($000) $111 Avg Close — Range —
Q3 2020
Shares 607 Value ($000) $91 Avg Close — Range —
Q2 2020
Shares 7,513 Value ($000) $958 Avg Close — Range —
Q1 2020
Shares 7,200 Value ($000) $779 Avg Close — Range —
Q4 2019
Shares 6,271 Value ($000) $835 Avg Close — Range —
Q3 2019
Shares 6,073 Value ($000) $768 Avg Close — Range —
Q2 2019
Shares 6,020 Value ($000) $731 Avg Close — Range —
Q1 2019
Shares 6,011 Value ($000) $718 Avg Close — Range —
Q4 2018
Shares 5,980 Value ($000) $636 Avg Close — Range —
Q3 2018
Shares 5,782 Value ($000) $687 Avg Close — Range —
Q2 2018
Shares 5,481 Value ($000) $648 Avg Close — Range —
Q1 2018
Shares 4,702 Value ($000) $559 Avg Close — Range —
Q4 2017
Shares 1,898 Value ($000) $240 Avg Close — Range —
Q3 2017
Shares 779 Value ($000) $94 Avg Close — Range —
Q2 2017
Shares 130 Value ($000) $15 Avg Close — Range —
Q1 2017
Shares 130 Value ($000) $15 Avg Close — Range —