ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 22,910 Value ($000) $529 Avg Close — Range —
Q3 2025
Shares 20,350 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 14,285 Value ($000) $332 Avg Close — Range —
Q1 2025
Shares 13,401 Value ($000) $311 Avg Close — Range —
Q4 2024
Shares 4,556 Value ($000) $105 Avg Close — Range —