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Ishares Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ishares Tr (XJR) 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
2024-06-30 $102k 2.7k 37.87
2024-03-31 $106k 2.7k 39.17
2023-12-31 $57k 1.5k 38.26

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
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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 Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

Top funds holding Ishares Tr

Bailard
Franklin Resources
Merriman Wealth Management
Balanced Rock Investment Advisors
Cambridge Investment Research Advisors
Better Money Decisions
LPL Financial
JNBA Financial Advisors
Cetera Investment Advisers
Honkamp Krueger Financial Services
Atlantic Private Wealth
Biltmore Family Office
Mariner Wealth Advisors
Pamela Horwath
Mml Investors Services

View all funds holding Ishares Tr