ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 67,631 Value ($000) $16,929 Avg Close Range
Q3 2025
Shares 53,366 Value ($000) $13,686 Avg Close Range
Q2 2025
Shares 49,853 Value ($000) $11,981 Avg Close Range
Q1 2025
Shares 42,223 Value ($000) $8,535 Avg Close Range
Q4 2024
Shares 37,912 Value ($000) $7,845 Avg Close Range
Q3 2024
Shares 20,533 Value ($000) $4,163 Avg Close Range
Q2 2024
Shares 20,659 Value ($000) $4,026 Avg Close Range
Q1 2024
Shares 18,554 Value ($000) $3,476 Avg Close Range
Q4 2023
Shares 17,975 Value ($000) $2,820 Avg Close Range
Q3 2023
Shares 44,925 Value ($000) $6,276 Avg Close Range
Q2 2023
Shares 49,208 Value ($000) $7,098 Avg Close Range
Q1 2023
Shares 51,158 Value ($000) $7,113 Avg Close Range
Q4 2022
Shares 59,259 Value ($000) $8,648 Avg Close Range
Q3 2022
Shares 45,082 Value ($000) $5,914 Avg Close Range
Q2 2022
Shares 62,527 Value ($000) $8,527 Avg Close Range
Q1 2022
Shares 67,888 Value ($000) $11,424 Avg Close Range
Q4 2021
Shares 108,359 Value ($000) $19,702 Avg Close Range
Q3 2021
Shares 106,322 Value ($000) $18,670 Avg Close Range
Q2 2021
Shares 109,608 Value ($000) $19,009 Avg Close Range
Q1 2021
Shares 103,548 Value ($000) $16,656,758 Avg Close Range
Q4 2020
Shares 89,521 Value ($000) $14,439 Avg Close Range
Q3 2020
Shares 88,639 Value ($000) $13,065 Avg Close Range
Q2 2020
Shares 92,195 Value ($000) $12,078 Avg Close Range
Q1 2020
Shares 90,838 Value ($000) $9,672 Avg Close Range
Q4 2019
Shares 77,543 Value ($000) $9,736 Avg Close Range
Q3 2019
Shares 82,307 Value ($000) $9,815 Avg Close Range
Q2 2019
Shares 66,554 Value ($000) $7,893 Avg Close Range
Q1 2019
Shares 60,691 Value ($000) $6,808 Avg Close Range
Q4 2018
Shares 35,961 Value ($000) $3,604 Avg Close Range
Q3 2018
Shares 15,002 Value ($000) $1,785 Avg Close Range
Q2 2018
Shares 12,880 Value ($000) $1,413 Avg Close Range
Q1 2018
Shares 3,016 Value ($000) $319 Avg Close Range