ISHARES TR

Ticker: AOK CUSIP: 464289883 Class: CONSER ALLOC ETF

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

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

Q4 2025
Shares 26,804 Value ($000) $1,076 Avg Close — Range —
Q3 2025
Shares 20,995 Value ($000) $843 Avg Close — Range —
Q2 2025
Shares 908 Value ($000) $35 Avg Close — Range —
Q1 2025
Shares 682 Value ($000) $26 Avg Close — Range —
Q4 2024
Shares 3,829 Value ($000) $143 Avg Close — Range —
Q3 2024
Shares 3,829 Value ($000) $148 Avg Close — Range —
Q2 2024
Shares 3,829 Value ($000) $141 Avg Close — Range —
Q1 2024
Shares 3,829 Value ($000) $141 Avg Close — Range —
Q4 2023
Shares 3,867 Value ($000) $140 Avg Close — Range —
Q3 2023
Shares 3,869 Value ($000) $131 Avg Close — Range —
Q2 2023
Shares 3,780 Value ($000) $133 Avg Close — Range —
Q1 2023
Shares 3,780 Value ($000) $132 Avg Close — Range —
Q4 2022
Shares 1,663 Value ($000) $56 Avg Close — Range —
Q3 2022
Shares 20,318 Value ($000) $663 Avg Close — Range —
Q2 2022
Shares 1,663 Value ($000) $57 Avg Close — Range —
Q1 2022
Shares 8,218 Value ($000) $310 Avg Close — Range —
Q4 2021
Shares 10,078 Value ($000) $403 Avg Close — Range —