ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

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

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

Q4 2025
Shares 72,366 Value ($000) $5,419 Avg Close — Range —
Q3 2025
Shares 71,333 Value ($000) $5,304 Avg Close — Range —
Q2 2025
Shares 70,887 Value ($000) $4,817 Avg Close — Range —
Q1 2025
Shares 66,573 Value ($000) $4,138 Avg Close — Range —
Q4 2024
Shares 66,474 Value ($000) $4,487 Avg Close — Range —
Q3 2024
Shares 64,644 Value ($000) $4,289 Avg Close — Range —
Q2 2024
Shares 62,413 Value ($000) $3,820 Avg Close — Range —
Q1 2024
Shares 61,249 Value ($000) $3,894 Avg Close — Range —
Q4 2023
Shares 54,262 Value ($000) $3,192 Avg Close — Range —
Q3 2023
Shares 54,427 Value ($000) $2,816 Avg Close — Range —
Q2 2023
Shares 53,042 Value ($000) $2,844 Avg Close — Range —
Q1 2023
Shares 52,793 Value ($000) $2,706 Avg Close — Range —
Q4 2022
Shares 51,498 Value ($000) $2,557 Avg Close — Range —
Q3 2022
Shares 54,410 Value ($000) $2,435 Avg Close — Range —
Q2 2022
Shares 49,901 Value ($000) $2,340 Avg Close — Range —
Q1 2022
Shares 48,852 Value ($000) $2,666 Avg Close — Range —
Q4 2021
Shares 44,454 Value ($000) $2,545 Avg Close — Range —
Q3 2021
Shares 37,523 Value ($000) $2,017 Avg Close — Range —
Q2 2021
Shares 36,716 Value ($000) $2,014 Avg Close — Range —
Q1 2021
Shares 38,131 Value ($000) $1,999,971 Avg Close — Range —
Q4 2020
Shares 32,135 Value ($000) $1,470 Avg Close — Range —
Q3 2020
Shares 30,365 Value ($000) $1,132 Avg Close — Range —
Q2 2020
Shares 29,401 Value ($000) $1,050 Avg Close — Range —
Q1 2020
Shares 15,448 Value ($000) $460 Avg Close — Range —
Q4 2019
Shares 24,477 Value ($000) $1,050 Avg Close — Range —
Q3 2019
Shares 24,902 Value ($000) $993 Avg Close — Range —
Q2 2019
Shares 24,206 Value ($000) $975 Avg Close — Range —
Q1 2019
Shares 22,055 Value ($000) $884 Avg Close — Range —