ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

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

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

Q4 2025
Shares 1,508 Value ($000) $205 Avg Close Range
Q3 2025
Shares 5,777 Value ($000) $774 Avg Close Range
Q2 2025
Shares 5,615 Value ($000) $755 Avg Close Range
Q1 2025
Shares 4,365 Value ($000) $602 Avg Close Range
Q4 2024
Shares 5,867 Value ($000) $742 Avg Close Range
Q3 2024
Shares 6,244 Value ($000) $806 Avg Close Range
Q2 2024
Shares 5,893 Value ($000) $665 Avg Close Range
Q1 2024
Shares 5,868 Value ($000) $689 Avg Close Range
Q4 2023
Shares 5,868 Value ($000) $588 Avg Close Range
Q3 2023
Shares 6,074 Value ($000) $557 Avg Close Range
Q2 2023
Shares 6,074 Value ($000) $534 Avg Close Range
Q1 2023
Shares 6,178 Value ($000) $529 Avg Close Range
Q4 2022
Shares 6,141 Value ($000) $561 Avg Close Range
Q3 2022
Shares 6,134 Value ($000) $485 Avg Close Range
Q2 2022
Shares 3,433 Value ($000) $285 Avg Close Range
Q1 2022
Shares 1,810 Value ($000) $165 Avg Close Range
Q4 2021
Shares 1,738 Value ($000) $145 Avg Close Range
Q3 2021
Shares 1,738 Value ($000) $136 Avg Close Range
Q2 2021
Shares 1,738 Value ($000) $135 Avg Close Range
Q1 2021
Shares 1,738 Value ($000) $129,064 Avg Close Range
Q4 2020
Shares 1,738 Value ($000) $117 Avg Close Range
Q3 2020
Shares 1,738 Value ($000) $97 Avg Close Range
Q4 2019
Shares 32 Value ($000) $2 Avg Close Range
Q3 2019
Shares 32 Value ($000) $2 Avg Close Range
Q2 2019
Shares 32 Value ($000) $2 Avg Close Range