ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 96,304 Value ($000) $7,689 Avg Close — Range —
Q3 2025
Shares 91,047 Value ($000) $7,532 Avg Close — Range —
Q2 2025
Shares 94,763 Value ($000) $7,603 Avg Close — Range —
Q1 2025
Shares 88,804 Value ($000) $6,343 Avg Close — Range —
Q4 2024
Shares 87,848 Value ($000) $6,635 Avg Close — Range —
Q3 2024
Shares 86,028 Value ($000) $6,277 Avg Close — Range —
Q2 2024
Shares 109,822 Value ($000) $7,440 Avg Close — Range —
Q1 2024
Shares 107,139 Value ($000) $7,573 Avg Close — Range —
Q4 2023
Shares 98,904 Value ($000) $6,374 Avg Close — Range —
Q3 2023
Shares 20,763 Value ($000) $1,186 Avg Close — Range —
Q2 2023
Shares 19,006 Value ($000) $1,158 Avg Close — Range —
Q1 2023
Shares 18,711 Value ($000) $1,077 Avg Close — Range —
Q4 2022
Shares 18,857 Value ($000) $1,016 Avg Close — Range —
Q3 2022
Shares 19,380 Value ($000) $976 Avg Close — Range —
Q2 2022
Shares 21,117 Value ($000) $1,097 Avg Close — Range —
Q1 2022
Shares 29,991 Value ($000) $1,928 Avg Close — Range —
Q4 2021
Shares 30,453 Value ($000) $2,230 Avg Close — Range —
Q3 2021
Shares 14,361 Value ($000) $989 Avg Close — Range —
Q2 2021
Shares 10,295 Value ($000) $709 Avg Close — Range —
Q1 2021
Shares 1,589 Value ($000) $600,880 Avg Close — Range —
Q4 2020
Shares 103 Value ($000) $39 Avg Close — Range —