ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 21,860 Value ($000) $3,046 Avg Close Range
Q3 2025
Shares 27,851 Value ($000) $3,778 Avg Close Range
Q2 2025
Shares 27,851 Value ($000) $3,530 Avg Close Range
Q1 2025
Shares 28,630 Value ($000) $3,289 Avg Close Range
Q4 2024
Shares 62,601 Value ($000) $7,612 Avg Close Range
Q3 2024
Shares 64,622 Value ($000) $7,779 Avg Close Range
Q2 2024
Shares 68,757 Value ($000) $7,726 Avg Close Range
Q1 2024
Shares 70,390 Value ($000) $7,685 Avg Close Range
Q4 2023
Shares 7,074 Value ($000) $711 Avg Close Range
Q3 2023
Shares 7,074 Value ($000) $636 Avg Close Range
Q2 2023
Shares 7,175 Value ($000) $672 Avg Close Range
Q1 2023
Shares 7,125 Value ($000) $625 Avg Close Range
Q4 2022
Shares 7,125 Value ($000) $587 Avg Close Range
Q3 2022
Shares 7,125 Value ($000) $541 Avg Close Range
Q2 2022
Shares 13,159 Value ($000) $1,062 Avg Close Range
Q1 2022
Shares 24,361 Value ($000) $2,359 Avg Close Range
Q4 2021
Shares 23,804 Value ($000) $2,529 Avg Close Range
Q3 2021
Shares 23,912 Value ($000) $2,294 Avg Close Range
Q2 2021
Shares 22,993 Value ($000) $2,197 Avg Close Range
Q1 2021
Shares 23,313 Value ($000) $2,047,348 Avg Close Range
Q4 2020
Shares 4,676 Value ($000) $385 Avg Close Range
Q3 2020
Shares 3,403 Value ($000) $501 Avg Close Range
Q2 2020
Shares 3,216 Value ($000) $430 Avg Close Range
Q1 2020
Shares 3,446 Value ($000) $378 Avg Close Range
Q4 2019
Shares 3,469 Value ($000) $465 Avg Close Range
Q3 2019
Shares 2,486 Value ($000) $307 Avg Close Range
Q2 2019
Shares 2,485 Value ($000) $302 Avg Close Range
Q3 2018
Shares 685 Value ($000) $82 Avg Close Range
Q2 2018
Shares 685 Value ($000) $77 Avg Close Range
Q1 2018
Shares 660 Value ($000) $73 Avg Close Range
Q4 2017
Shares 660 Value ($000) $73 Avg Close Range
Q3 2017
Shares 60 Value ($000) $6 Avg Close Range
Q2 2017
Shares 60 Value ($000) $6 Avg Close Range