ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 16,017 Value ($000) $765 Avg Close — Range —
Q3 2025
Shares 14,772 Value ($000) $703 Avg Close — Range —
Q2 2025
Shares 14,834 Value ($000) $683 Avg Close — Range —
Q1 2025
Shares 14,767 Value ($000) $648 Avg Close — Range —
Q4 2024
Shares 18,081 Value ($000) $785 Avg Close — Range —
Q3 2024
Shares 11,967 Value ($000) $540 Avg Close — Range —
Q2 2024
Shares 9,532 Value ($000) $410 Avg Close — Range —
Q1 2024
Shares 9,532 Value ($000) $408 Avg Close — Range —
Q4 2023
Shares 9,488 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 9,488 Value ($000) $369 Avg Close — Range —
Q2 2023
Shares 7,557 Value ($000) $305 Avg Close — Range —
Q1 2023
Shares 7,557 Value ($000) $301 Avg Close — Range —
Q4 2022
Shares 7,389 Value ($000) $281 Avg Close — Range —
Q3 2022
Shares 38,987 Value ($000) $1,427 Avg Close — Range —
Q2 2022
Shares 27,651 Value ($000) $1,077 Avg Close — Range —
Q1 2022
Shares 39,806 Value ($000) $1,710 Avg Close — Range —
Q4 2021
Shares 50,377 Value ($000) $2,291 Avg Close — Range —
Q3 2021
Shares 30,185 Value ($000) $1,350 Avg Close — Range —
Q2 2021
Shares 29,147 Value ($000) $1,313 Avg Close — Range —
Q1 2021
Shares 25,315 Value ($000) $1,102,477 Avg Close — Range —
Q4 2020
Shares 20,586 Value ($000) $889 Avg Close — Range —
Q3 2020
Shares 18,981 Value ($000) $779 Avg Close — Range —
Q2 2020
Shares 19,811 Value ($000) $790 Avg Close — Range —
Q1 2020
Shares 18,764 Value ($000) $689 Avg Close — Range —
Q4 2019
Shares 18,764 Value ($000) $753 Avg Close — Range —
Q3 2019
Shares 18,524 Value ($000) $727 Avg Close — Range —
Q2 2019
Shares 19,939 Value ($000) $778 Avg Close — Range —
Q1 2019
Shares 19,836 Value ($000) $754 Avg Close — Range —
Q4 2018
Shares 18,133 Value ($000) $647 Avg Close — Range —
Q3 2018
Shares 18,038 Value ($000) $683 Avg Close — Range —
Q2 2018
Shares 17,900 Value ($000) $672 Avg Close — Range —
Q1 2018
Shares 17,900 Value ($000) $676 Avg Close — Range —
Q4 2017
Shares 17,900 Value ($000) $680 Avg Close — Range —
Q3 2017
Shares 17,900 Value ($000) $679 Avg Close — Range —
Q2 2017
Shares 17,900 Value ($000) $667 Avg Close — Range —
Q1 2017
Shares 17,900 Value ($000) $650 Avg Close — Range —
Q4 2016
Shares 17,900 Value ($000) $630 Avg Close — Range —