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Ishares Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $391k 12k 33.59
2023-12-31 $392k 12k 33.45
2023-09-30 $404k 12k 34.50
2023-06-30 $11k 300 35.72

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding Ishares Tr

AE Wealth Management
Commonwealth Equity Services
LPL Financial
Susquehanna International
Almanack Investment Partners
Jane Street
Zega Financial
Arete Wealth Advisors
Steward Partners Investment Advisory
Advisor Group Holdings
Private Trust Co Na
Principal Securities
IFP Advisors
Aptus Capital Advisors
Morgan Stanley

View all funds holding Ishares Tr