ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 10,162 Value ($000) $910 Avg Close Range
Q3 2025
Shares 10,459 Value ($000) $922 Avg Close Range
Q2 2025
Shares 10,145 Value ($000) $846 Avg Close Range
Q1 2025
Shares 9,992 Value ($000) $764 Avg Close Range
Q4 2024
Shares 10,094 Value ($000) $773 Avg Close Range
Q3 2024
Shares 8,526 Value ($000) $673 Avg Close Range
Q2 2024
Shares 6,898 Value ($000) $516 Avg Close Range
Q1 2024
Shares 6,895 Value ($000) $507 Avg Close Range
Q4 2023
Shares 6,895 Value ($000) $476 Avg Close Range
Q3 2023
Shares 2,824 Value ($000) $179 Avg Close Range
Q2 2023
Shares 1,724 Value ($000) $114 Avg Close Range
Q1 2023
Shares 1,724 Value ($000) $110 Avg Close Range
Q4 2022
Shares 1,724 Value ($000) $103 Avg Close Range
Q3 2022
Shares 1,724 Value ($000) $96 Avg Close Range
Q2 2022
Shares 1,724 Value ($000) $103 Avg Close Range
Q1 2022
Shares 1,724 Value ($000) $119 Avg Close Range
Q4 2021
Shares 1,269 Value ($000) $92 Avg Close Range
Q3 2021
Shares 1,269 Value ($000) $89 Avg Close Range
Q2 2021
Shares 1,269 Value ($000) $90 Avg Close Range
Q1 2021
Shares 981 Value ($000) $65,658 Avg Close Range
Q4 2020
Shares 981 Value ($000) $63 Avg Close Range
Q3 2020
Shares 981 Value ($000) $57 Avg Close Range
Q2 2020
Shares 981 Value ($000) $54 Avg Close Range
Q1 2020
Shares 840 Value ($000) $39 Avg Close Range
Q3 2019
Shares 165 Value ($000) $9 Avg Close Range
Q2 2019
Shares 75 Value ($000) $4 Avg Close Range
Q1 2018
Shares 212 Value ($000) $11 Avg Close Range