ISHARES TR

Ticker: IAI CUSIP: 464288794 Class: US BR DEL SE ETF

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

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

Q4 2025
Shares 34,173 Value ($000) $6,130 Avg Close Range
Q3 2025
Shares 33,206 Value ($000) $5,874 Avg Close Range
Q2 2025
Shares 28,543 Value ($000) $4,828 Avg Close Range
Q1 2025
Shares 27,660 Value ($000) $3,875 Avg Close Range
Q4 2024
Shares 28,448 Value ($000) $4,099 Avg Close Range
Q3 2024
Shares 26,970 Value ($000) $3,467 Avg Close Range
Q2 2024
Shares 22,265 Value ($000) $2,603 Avg Close Range
Q1 2024
Shares 22,183 Value ($000) $2,573 Avg Close Range
Q4 2023
Shares 22,147 Value ($000) $2,404 Avg Close Range
Q3 2023
Shares 21,433 Value ($000) $1,951 Avg Close Range
Q2 2023
Shares 21,205 Value ($000) $1,924 Avg Close Range
Q1 2023
Shares 24,489 Value ($000) $2,244 Avg Close Range
Q4 2022
Shares 24,869 Value ($000) $2,391 Avg Close Range
Q3 2022
Shares 24,541 Value ($000) $2,096 Avg Close Range
Q2 2022
Shares 23,554 Value ($000) $1,978 Avg Close Range
Q1 2022
Shares 38,224 Value ($000) $3,818 Avg Close Range
Q4 2021
Shares 34,538 Value ($000) $3,806 Avg Close Range
Q3 2021
Shares 21,318 Value ($000) $2,226 Avg Close Range
Q2 2021
Shares 21,425 Value ($000) $2,187 Avg Close Range
Q1 2021
Shares 18,459 Value ($000) $1,701,181 Avg Close Range
Q4 2020
Shares 700 Value ($000) $56 Avg Close Range
Q3 2020
Shares 700 Value ($000) $43 Avg Close Range
Q2 2020
Shares 700 Value ($000) $42 Avg Close Range
Q1 2020
Shares 4,369 Value ($000) $223 Avg Close Range
Q4 2019
Shares 8,796 Value ($000) $602 Avg Close Range
Q3 2019
Shares 7,807 Value ($000) $502 Avg Close Range
Q2 2019
Shares 5,919 Value ($000) $373 Avg Close Range
Q3 2018
Shares 700 Value ($000) $44 Avg Close Range
Q2 2018
Shares 700 Value ($000) $45 Avg Close Range
Q1 2018
Shares 700 Value ($000) $45 Avg Close Range