Ishares Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ishares Tr
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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 |
|---|---|---|---|
| 2023-12-31 | $1.9M | 48k | 39.82 |
| 2023-09-30 | $1.5M | 43k | 34.66 |
| 2023-06-30 | $1.4M | 39k | 35.95 |
| 2023-03-31 | $1.2M | 36k | 33.07 |
| 2022-12-31 | $912k | 30k | 30.66 |
| 2022-09-30 | $611k | 22k | 28.01 |
| 2022-06-30 | $658k | 22k | 29.87 |
| 2022-03-31 | $942k | 26k | 35.68 |
| 2021-12-31 | $434k | 11k | 39.45 |
| 2021-09-30 | $400k | 11k | 36.08 |
| 2021-03-31 | $239k | 7.2k | 33.17 |
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