ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 44,515 Value ($000) $1,018 Avg Close — Range —
Q3 2025
Shares 294,063 Value ($000) $6,749 Avg Close — Range —
Q2 2025
Shares 278,439 Value ($000) $6,385 Avg Close — Range —
Q1 2025
Shares 397,114 Value ($000) $9,110 Avg Close — Range —
Q4 2024
Shares 402,208 Value ($000) $9,174 Avg Close — Range —
Q3 2024
Shares 406,954 Value ($000) $9,386 Avg Close — Range —
Q2 2024
Shares 441,175 Value ($000) $9,995 Avg Close — Range —
Q1 2024
Shares 415,178 Value ($000) $9,429 Avg Close — Range —
Q4 2023
Shares 380,216 Value ($000) $8,690 Avg Close — Range —
Q3 2023
Shares 8,129 Value ($000) $183 Avg Close — Range —
Q2 2023
Shares 8,129 Value ($000) $184 Avg Close — Range —
Q1 2023
Shares 8,129 Value ($000) $188 Avg Close — Range —
Q4 2022
Shares 8,129 Value ($000) $185 Avg Close — Range —
Q3 2022
Shares 8,129 Value ($000) $184 Avg Close — Range —
Q2 2022
Shares 8,129 Value ($000) $192 Avg Close — Range —