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Ishares Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Tr (XJH) 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
2025-09-30 $1.3M 30k 43.85
2025-06-30 $1.3M 31k 41.50
2025-03-31 $1.2M 30k 39.07
2024-12-31 $2.3M 54k 41.84
2024-09-30 $2.5M 58k 42.29
2024-06-30 $2.2M 56k 39.57
2024-03-31 $2.2M 55k 41.08
2023-12-31 $30k 782 37.73