Steward Partners Investment Advisory, LLC
Position in ISCB — iShares Morningstar Small-Cap ETF
CIK 1723397
STAMFORD, CT
All Filings in ISCB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCB | $353,243 | 5,427 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 ISCB | $373,287 | 5,742 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 ISCB | $365,356 | 5,760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 ISCB | $317,626 | 5,450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 ISCB | $283,903 | 5,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 ISCB | $298,110 | 5,082 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 ISCB | $269,328 | 4,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCB | $221,836 | 4,118 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 ISCB | $197,409 | 3,512 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 ISCB | $61,222 | 1,142 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 ISCB | $53,765 | 1,142 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 ISCB | $56,780 | 1,142 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 ISCB | $54,036 | 1,140 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCB | $51,984 | 1,140 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 ISCB | $48,678 | 1,140 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 ISCB | $19,470 | 440 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 ISCB | $23,557 | 440 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 ISCB | $25,176 | 440 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 ISCB | $24,679 | 440 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||