Ishares Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Tr (SVAL) 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
Download as csvQuarterly reported holdings in Ishares Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7k | 50 | 33.52 |
| 2025-06-30 | $1.6k | 50 | 31.06 |
| 2025-03-31 | $1.5k | 50 | 30.00 |
| 2024-12-31 | $1.6k | 50 | 32.48 |
| 2024-09-30 | $1.6k | 50 | 32.20 |
| 2024-06-30 | $2.9k | 100 | 29.20 |
| 2024-03-31 | $3.1k | 100 | 30.62 |
| 2023-12-31 | $28k | 900 | 30.80 |
| 2023-09-30 | $2.6k | 100 | 26.40 |
| 2023-06-30 | $2.7k | 100 | 26.69 |
| 2023-03-31 | $2.7k | 100 | 26.61 |
| 2022-12-31 | $2.8k | 100 | 28.14 |
| 2022-09-30 | $3.0k | 100 | 30.00 |
| 2022-06-30 | $3.0k | 100 | 30.00 |
| 2022-03-31 | $3.0k | 100 | 30.00 |
| 2021-12-31 | $3.0k | 100 | 30.00 |
More positions owned by Steward Partners Investment Advisory
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