ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

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

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

Q4 2025
Shares 25,892 Value ($000) $1,156 Avg Close — Range —
Q3 2025
Shares 30,158 Value ($000) $1,322 Avg Close — Range —
Q2 2025
Shares 30,771 Value ($000) $1,277 Avg Close — Range —
Q1 2025
Shares 30,090 Value ($000) $1,176 Avg Close — Range —
Q4 2024
Shares 54,182 Value ($000) $2,267 Avg Close — Range —
Q3 2024
Shares 58,046 Value ($000) $2,455 Avg Close — Range —
Q2 2024
Shares 55,850 Value ($000) $2,210 Avg Close — Range —
Q1 2024
Shares 54,510 Value ($000) $2,239 Avg Close — Range —
Q4 2023
Shares 782 Value ($000) $30 Avg Close — Range —