ISHARES TR

Ticker: SVAL CUSIP: 46436E536 Class: US SML CP VALUE

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

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

Q3 2025
Shares 50 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 50 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 50 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 50 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 50 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 100 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 100 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 900 Value ($000) $28 Avg Close — Range —
Q3 2023
Shares 100 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 100 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 100 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 100 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 100 Value ($000) $3 Avg Close — Range —
Q2 2022
Shares 100 Value ($000) $3 Avg Close — Range —
Q1 2022
Shares 100 Value ($000) $3 Avg Close — Range —
Q4 2021
Shares 100 Value ($000) $3 Avg Close — Range —