ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 417,402 Value ($000) $41,899 Avg Close Range
Q3 2025
Shares 377,008 Value ($000) $37,965 Avg Close Range
Q2 2025
Shares 330,983 Value ($000) $33,327 Avg Close Range
Q1 2025
Shares 297,115 Value ($000) $29,911 Avg Close Range
Q4 2024
Shares 215,635 Value ($000) $21,632 Avg Close Range
Q3 2024
Shares 118,369 Value ($000) $11,922 Avg Close Range
Q2 2024
Shares 148,285 Value ($000) $14,934 Avg Close Range
Q1 2024
Shares 144,676 Value ($000) $14,570 Avg Close Range
Q4 2023
Shares 155,401 Value ($000) $15,582 Avg Close Range
Q3 2023
Shares 150,017 Value ($000) $15,102 Avg Close Range
Q2 2023
Shares 148,325 Value ($000) $14,926 Avg Close Range
Q1 2023
Shares 145,221 Value ($000) $14,606 Avg Close Range
Q4 2022
Shares 143,926 Value ($000) $14,413 Avg Close Range
Q3 2022
Shares 58 Value ($000) $6 Avg Close Range