ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 9,159 Value ($000) $2,536 Avg Close Range
Q3 2025
Shares 9,470 Value ($000) $2,592 Avg Close Range
Q2 2025
Shares 5,373 Value ($000) $1,325 Avg Close Range
Q1 2025
Shares 4,077 Value ($000) $860 Avg Close Range
Q4 2024
Shares 3,092 Value ($000) $727 Avg Close Range
Q3 2024
Shares 2,810 Value ($000) $618 Avg Close Range
Q2 2024
Shares 2,870 Value ($000) $616 Avg Close Range
Q1 2024
Shares 2,945 Value ($000) $575 Avg Close Range
Q4 2023
Shares 3,020 Value ($000) $529 Avg Close Range
Q3 2023
Shares 3,070 Value ($000) $472 Avg Close Range
Q2 2023
Shares 3,250 Value ($000) $515 Avg Close Range
Q1 2023
Shares 3,715 Value ($000) $516 Avg Close Range
Q4 2022
Shares 3,915 Value ($000) $472 Avg Close Range
Q3 2022
Shares 3,915 Value ($000) $468 Avg Close Range
Q2 2022
Shares 4,050 Value ($000) $507 Avg Close Range
Q1 2022
Shares 4,050 Value ($000) $643 Avg Close Range
Q4 2021
Shares 4,454 Value ($000) $772 Avg Close Range
Q3 2021
Shares 4,506 Value ($000) $688 Avg Close Range
Q2 2021
Shares 4,506 Value ($000) $679 Avg Close Range
Q1 2021
Shares 4,506 Value ($000) $606,237 Avg Close Range
Q4 2020
Shares 6,363 Value ($000) $847 Avg Close Range
Q3 2020
Shares 7,063 Value ($000) $857 Avg Close Range
Q2 2020
Shares 7,063 Value ($000) $753 Avg Close Range
Q1 2020
Shares 7,603 Value ($000) $640 Avg Close Range
Q4 2019
Shares 7,956 Value ($000) $768 Avg Close Range
Q3 2019
Shares 7,603 Value ($000) $661 Avg Close Range
Q2 2019
Shares 7,833 Value ($000) $672 Avg Close Range
Q1 2019
Shares 8,093 Value ($000) $665 Avg Close Range
Q4 2018
Shares 8,343 Value ($000) $598 Avg Close Range
Q3 2018
Shares 9,183 Value ($000) $784 Avg Close Range
Q2 2018
Shares 9,183 Value ($000) $719 Avg Close Range
Q1 2018
Shares 11,542 Value ($000) $851 Avg Close Range
Q4 2017
Shares 14,095 Value ($000) $1,031 Avg Close Range
Q3 2017
Shares 13,041 Value ($000) $884 Avg Close Range