Steward Partners Investment Advisory, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Steward Partners Investment Advisory, LLC opened 1,792 positions, added to 6,637, reduced 4,386 and sold out of 1,089.
- Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 4,509,997.
- Q2 2026: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 3,751,130.
- Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Shares before 2,895,269.
- Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 3,052,163.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1723397), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | 4,509,997 | 1,256,713 | -3,253,284 | $314,572,327 | $104,106,081 | -$210,466,246 | 2026-08-13 |
|---|
| Q2 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 3,751,130 | 2,524,310 | -1,226,820 | $372,374,582 | $249,856,211 | -$122,518,371 | 2026-08-13 |
|---|
| Q2 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 2,895,269 | 1,496,403 | -1,398,866 | $262,108,665 | $144,522,578 | -$117,586,087 | 2026-08-13 |
|---|
| Q2 2026 | IJH
ISHARES TR | | CORE S&P MCP ETF | 3,052,163 | 1,385,892 | -1,666,271 | $206,112,565 | $106,866,153 | -$99,246,412 | 2026-08-13 |
|---|
| Q2 2026 | PJAN
INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 2,268,319 | 132,702 | -2,135,617 | $104,637,556 | $6,567,422 | -$98,070,134 | 2026-08-13 |
|---|
| Q2 2026 | IJR
ISHARES TR | | CORE S&P SCP ETF | 1,603,265 | 909,263 | -694,002 | $199,301,910 | $134,852,857 | -$64,449,053 | 2026-08-13 |
|---|
| Q2 2026 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 1,073,029 | 410,527 | -662,502 | $88,599,983 | $33,708,376 | -$54,891,607 | 2026-08-13 |
|---|
| Q2 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 341,391 | 340,503 | -888 | $197,044,340 | $250,746,447 | +$53,702,107 | 2026-08-13 |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 702,876 | 548,973 | -153,903 | $459,125,371 | $411,120,414 | -$48,004,957 | 2026-08-13 |
|---|
| Q2 2026 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 1,362,101 | 795,103 | -566,998 | $154,067,261 | $109,350,464 | -$44,716,797 | 2026-08-13 |
|---|
| Q2 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 774,583 | 423,177 | -351,406 | $72,756,513 | $40,811,226 | -$31,945,287 | 2026-08-13 |
|---|
| Q2 2026 | VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | 207,505 | 87,583 | -119,922 | $56,509,889 | $26,188,063 | -$30,321,826 | 2026-08-13 |
|---|
| Q2 2026 | SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 330,317 | 327,041 | -3,276 | $214,818,294 | $244,224,720 | +$29,406,426 | 2026-08-13 |
|---|
| Q2 2026 | IDU
ISHARES TR | | U.S. UTILITS ETF | 424,713 | 173,885 | -250,828 | $49,313,426 | $19,928,922 | -$29,384,504 | 2026-08-13 |
|---|
| Q2 2026 | BTC
GRAYSCALE BITCOIN MINI TR ET | United States | SHS NEW | 1,361,254 | 517,836 | -843,418 | $40,824,007 | $13,437,844 | -$27,386,163 | 2026-08-13 |
|---|
| Q2 2026 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 637,628 | 309,861 | -327,767 | $56,557,600 | $29,879,891 | -$26,677,709 | 2026-08-13 |
|---|
| Q2 2026 | IYK
ISHARES TR | | US CONSM STAPLES | 555,676 | 214,283 | -341,393 | $38,913,939 | $15,569,775 | -$23,344,164 | 2026-08-13 |
|---|
| Q2 2026 | IGM
ISHARES TR | | EXPND TEC SC ETF | 811,567 | 446,206 | -365,361 | $96,178,685 | $72,990,371 | -$23,188,314 | 2026-08-13 |
|---|
| Q2 2026 | FLOT
ISHARES TR | | FLTG RATE NT ETF | 1,109,611 | 666,239 | -443,372 | $56,534,678 | $34,011,511 | -$22,523,167 | 2026-08-13 |
|---|
| Q2 2026 | IYF
ISHARES TR | | U.S. FINLS ETF | 324,033 | 129,455 | -194,578 | $38,125,754 | $16,506,826 | -$21,618,928 | 2026-08-13 |
|---|
| Q2 2026 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 285,464 | 41,613 | -243,851 | $22,383,242 | $3,242,100 | -$19,141,142 | 2026-08-13 |
|---|
| Q2 2026 | LIT
GLOBAL X FDS | | LITHIUM BTRY ETF | 353,053 | 129,207 | -223,846 | $26,249,435 | $10,114,328 | -$16,135,107 | 2026-08-13 |
|---|
| Q2 2026 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 57,672 | 56,345 | -1,327 | $22,111,508 | $36,955,827 | +$14,844,319 | 2026-08-13 |
|---|
| Q2 2026 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 513,699 | 269,758 | -243,941 | $30,708,927 | $16,112,656 | -$14,596,271 | 2026-08-13 |
|---|
| Q2 2026 | LNGX
GLOBAL X FDS | | US NATURAL GAS | 307,952 | 157 | -307,795 | $14,375,200 | $6,313 | -$14,368,887 | 2026-08-13 |
|---|
| Q2 2026 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 213,756 | 76,461 | -137,295 | $20,670,192 | $7,948,932 | -$12,721,260 | 2026-08-13 |
|---|
| Q2 2026 | IBTI
ISHARES TR | | IBONDS 28 TRM TS | 546,818 | 15,136 | -531,682 | $12,184,737 | $335,107 | -$11,849,630 | 2026-08-13 |
|---|
| Q2 2026 | GCOW
PACER FDS TR | | GLOBL CASH ETF | 277,634 | 57,008 | -220,626 | $12,837,810 | $2,468,443 | -$10,369,367 | 2026-08-13 |
|---|
| Q2 2026 | FLQL
FRANKLIN TEMPLETON ETF TR | | US LRG CP MLTFCT | 1,228,488 | 1,190,339 | -38,149 | $83,094,928 | $93,179,702 | +$10,084,774 | 2026-08-13 |
|---|
| Q2 2026 | ALLW
SSGA ACTIVE TR | | SST BRIDGEWATER | 350,146 | 1,924 | -348,222 | $10,101,712 | $56,315 | -$10,045,397 | 2026-08-13 |
|---|
| Q2 2026 | CMF
ISHARES TR | | CALIF MUN BD ETF | 358,790 | 194,046 | -164,744 | $20,400,768 | $11,184,790 | -$9,215,978 | 2026-08-13 |
|---|
| Q2 2026 | BKDV
BNY MELLON ETF TRUST II | | DYNAMIC VALUE | 736,618 | 385,364 | -351,254 | $21,848,090 | $12,905,840 | -$8,942,250 | 2026-08-13 |
|---|
| Q2 2026 | DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 1,149,149 | 1,143,793 | -5,356 | $100,941,232 | $109,369,465 | +$8,428,233 | 2026-08-13 |
|---|
| Q2 2026 | FCG
FIRST TR EXCHANGE-TRADED FD | | NAT GAS ETF | 284,091 | 27,695 | -256,396 | $9,002,873 | $736,959 | -$8,265,914 | 2026-08-13 |
|---|
| Q2 2026 | LVHI
LEGG MASON ETF INVT | | FRANKLIN INTL LW | 299,509 | 100,389 | -199,120 | $12,142,095 | $4,074,305 | -$8,067,790 | 2026-08-13 |
|---|
| Q2 2026 | IHDG
WISDOMTREE TR | | ITL HDG QTLY DIV | 174,778 | 10,724 | -164,054 | $8,415,581 | $561,733 | -$7,853,848 | 2026-08-13 |
|---|
| Q2 2026 | FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 97,373 | 96,503 | -870 | $20,258,584 | $27,559,378 | +$7,300,794 | 2026-08-13 |
|---|
| Q2 2026 | DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 785,796 | 763,636 | -22,160 | $45,717,608 | $51,934,909 | +$6,217,301 | 2026-08-13 |
|---|
| Q2 2026 | SDVY
FIRST TR EXCHANGE TRADED FD | | SMID RISNG ETF | 521,538 | 346,846 | -174,692 | $20,564,226 | $14,962,927 | -$5,601,299 | 2026-08-13 |
|---|
| Q2 2026 | EFV
ISHARES TR | | EAFE VALUE ETF | 199,086 | 120,209 | -78,877 | $14,802,056 | $9,201,991 | -$5,600,065 | 2026-08-13 |
|---|
| Q2 2026 | IGE
ISHARES TR | | NORTH AMERN NAT | 195,538 | 122,526 | -73,012 | $12,307,174 | $6,883,502 | -$5,423,672 | 2026-08-13 |
|---|
| Q2 2026 | SHLD
GLOBAL X FDS | | DEFENSE TECH ETF | 168,338 | 110,759 | -57,579 | $11,925,100 | $6,613,419 | -$5,311,681 | 2026-08-13 |
|---|
| Q2 2026 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 344,254 | 339,087 | -5,167 | $43,076,456 | $48,113,123 | +$5,036,667 | 2026-08-13 |
|---|
| Q2 2026 | PDBC
INVESCO ACTVELY MNGD ETC FD | | OPTIMUM YIELD | 294,386 | 9,592 | -284,794 | $5,098,765 | $152,321 | -$4,946,444 | 2026-08-13 |
|---|
| Q2 2026 | IBTH
ISHARES TR | | IBONDS 27 TRM TS | 247,188 | 28,503 | -218,685 | $5,544,429 | $637,615 | -$4,906,814 | 2026-08-13 |
|---|
| Q2 2026 | OEF
ISHARES TR | | S&P 100 ETF | 96,188 | 95,113 | -1,075 | $30,594,412 | $34,798,964 | +$4,204,552 | 2026-08-13 |
|---|
| Q2 2026 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 289,121 | 235,175 | -53,946 | $55,456,227 | $51,604,475 | -$3,851,752 | 2026-08-13 |
|---|
| Q2 2026 | IEF
ISHARES TR | | 7-10 YR TRSY BD | 183,911 | 145,358 | -38,553 | $17,552,418 | $13,746,486 | -$3,805,932 | 2026-08-13 |
|---|
| Q2 2026 | FV
FIRST TR EXCHANGE TRADED FD | | DORSEY WRT 5 ETF | 241,542 | 241,466 | -76 | $14,598,190 | $18,322,447 | +$3,724,257 | 2026-08-13 |
|---|
| Q2 2026 | PMAR
INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 85,791 | 4,159 | -81,632 | $3,827,995 | $198,675 | -$3,629,320 | 2026-08-13 |
|---|
| Q2 2026 | PFEB
INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 88,393 | 2,367 | -86,026 | $3,544,560 | $101,923 | -$3,442,637 | 2026-08-13 |
|---|
| Q2 2026 | NBSD
NEUBERGER BERMAN ETF TRUST | | SHORT DURATION I | 140,907 | 76,297 | -64,610 | $7,145,378 | $3,853,462 | -$3,291,916 | 2026-08-13 |
|---|
| Q2 2026 | PAPR
INNOVATOR ETFS TRUST | | US EQT PWR BUF | 84,157 | 4,236 | -79,921 | $3,349,448 | $178,759 | -$3,170,689 | 2026-08-13 |
|---|
| Q2 2026 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 1,038,077 | 989,010 | -49,067 | $58,838,195 | $55,859,279 | -$2,978,916 | 2026-08-13 |
|---|
| Q2 2026 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 88,509 | 65,040 | -23,469 | $26,751,822 | $23,785,056 | -$2,966,766 | 2026-08-13 |
|---|
| Q2 2026 | FIW
FIRST TR EXCHANGE-TRADED FD | | WTR ETF | 43,601 | 15,797 | -27,804 | $4,496,609 | $1,730,124 | -$2,766,485 | 2026-08-13 |
|---|
| Q2 2026 | IYC
ISHARES TR | | US CONSUM DISCRE | 56,270 | 27,721 | -28,549 | $5,453,668 | $2,802,554 | -$2,651,114 | 2026-08-13 |
|---|
| Q2 2026 | TLTW
ISHARES TR | | 20+ YEAR TR BD | 116,141 | 2,279 | -113,862 | $2,627,101 | $50,913 | -$2,576,188 | 2026-08-13 |
|---|
| Q2 2026 | IYW
ISHARES TR | | U.S. TECH ETF | 56,719 | 50,749 | -5,970 | $10,289,977 | $12,800,499 | +$2,510,522 | 2026-08-13 |
|---|
| Q2 2026 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 147,218 | 98,440 | -48,778 | $5,656,114 | $3,277,077 | -$2,379,037 | 2026-08-13 |
|---|
| Q2 2026 | ITA
ISHARES TR | | US AER DEF ETF | 75,819 | 59,421 | -16,398 | $16,585,391 | $14,404,949 | -$2,180,442 | 2026-08-13 |
|---|
| Q2 2026 | AKRE
PROFESIONALLY MANAGED PORTFO | United States | AKRE FOCUS ETF | 147,245 | 105,392 | -41,853 | $7,781,899 | $5,605,777 | -$2,176,122 | 2026-08-13 |
|---|
| Q2 2026 | GDX
VANECK ETF TRUST | | GOLD MINERS ETF | 100,730 | 95,652 | -5,078 | $9,243,981 | $7,216,911 | -$2,027,070 | 2026-08-13 |
|---|
| Q2 2026 | IJT
ISHARES TR | | S&P SML 600 GWT | 68,357 | 66,055 | -2,302 | $9,892,007 | $11,797,379 | +$1,905,372 | 2026-08-13 |
|---|
| Q2 2026 | ACWI
ISHARES TR | | MSCI ACWI ETF | 43,659 | 26,811 | -16,848 | $6,041,114 | $4,208,544 | -$1,832,570 | 2026-08-13 |
|---|
| Q2 2026 | MUB
ISHARES TR | | NATIONAL MUN ETF | 248,787 | 228,418 | -20,369 | $26,408,774 | $24,582,292 | -$1,826,482 | 2026-08-13 |
|---|
| Q2 2026 | IXC
ISHARES TR | | GLOBAL ENERG ETF | 39,989 | 9,833 | -30,156 | $2,303,767 | $483,095 | -$1,820,672 | 2026-08-13 |
|---|
| Q2 2026 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 73,662 | 73,339 | -323 | $16,003,127 | $17,820,557 | +$1,817,430 | 2026-08-13 |
|---|
| Q2 2026 | DIVO
AMPLIFY ETF TR | | CWP ENHANCED DIV | 613,311 | 562,195 | -51,116 | $27,506,984 | $25,692,309 | -$1,814,675 | 2026-08-13 |
|---|
| Q2 2026 | MDY
STATE STR SPDR S&P MIDCAP 40 | | UTSER1 S&PDCRP | 22,022 | 21,808 | -214 | $13,582,090 | $15,338,416 | +$1,756,326 | 2026-08-13 |
|---|
| Q2 2026 | VLUE
ISHARES TR | | MSCI USA VALUE | 51,026 | 44,990 | -6,036 | $7,255,438 | $8,989,543 | +$1,734,105 | 2026-08-13 |
|---|
| Q2 2026 | RODM
LATTICE STRATEGIES TR | | HARTFORD MLT ETF | 138,134 | 94,461 | -43,673 | $5,445,242 | $3,817,169 | -$1,628,073 | 2026-08-13 |
|---|
| Q2 2026 | TDIV
FIRST TR EXCHANGE TRADED FD | | NASD TECH DIV | 80,243 | 79,500 | -743 | $7,515,533 | $9,132,945 | +$1,617,412 | 2026-08-13 |
|---|
| Q2 2026 | GOLY
STRATEGY SHS | | GOLD ENHANCED ET | 79,035 | 30,525 | -48,510 | $2,327,581 | $767,704 | -$1,559,877 | 2026-08-13 |
|---|
| Q2 2026 | FSMD
FIDELITY COVINGTON TRUST | | SML MID MLTFCT | 202,783 | 200,971 | -1,812 | $9,068,477 | $10,621,332 | +$1,552,855 | 2026-08-13 |
|---|
| Q2 2026 | IJJ
ISHARES TR | | S&P MC 400VL ETF | 104,492 | 104,147 | -345 | $13,845,155 | $15,385,638 | +$1,540,483 | 2026-08-13 |
|---|
| Q2 2026 | PTNQ
PACER FDS TR | | TRENDPILOT 100 | 136,641 | 129,221 | -7,420 | $9,969,360 | $11,455,467 | +$1,486,107 | 2026-08-13 |
|---|
| Q2 2026 | IQQQ
PROSHARES TR | | NASDAQ 100 HIGH | 180,137 | 176,304 | -3,833 | $7,510,224 | $8,956,458 | +$1,446,234 | 2026-08-13 |
|---|
| Q2 2026 | IVE
ISHARES TR | | S&P 500 VAL ETF | 101,291 | 88,156 | -13,135 | $21,387,620 | $20,016,654 | -$1,370,966 | 2026-08-13 |
|---|
| Q2 2026 | GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 27,090 | 470 | -26,620 | $1,357,762 | $23,547 | -$1,334,215 | 2026-08-13 |
|---|
| Q2 2026 | DGRO
ISHARES TR | | CORE DIV GRWTH | 695,460 | 629,011 | -66,449 | $48,807,418 | $47,672,765 | -$1,134,653 | 2026-08-13 |
|---|
| Q2 2026 | WCMI
FIRST TR EXCHANGE-TRADED FD | | WCM INTL EQUITY | 413,413 | 410,930 | -2,483 | $6,932,936 | $8,041,897 | +$1,108,961 | 2026-08-13 |
|---|
| Q2 2026 | SCD
LMP CAP & INCOME FD INC | | COM | 250,760 | 169,835 | -80,925 | $3,743,848 | $2,657,915 | -$1,085,933 | 2026-08-13 |
|---|
| Q2 2026 | BSJS
INVESCO EXCH TRD SLF IDX FD | | INVSCO 28 HYCORP | 91,308 | 42,098 | -49,210 | $1,980,025 | $915,428 | -$1,064,597 | 2026-08-13 |
|---|
| Q2 2026 | SSUS
STRATEGY SHS | | DAY HAGAN SMART | 162,848 | 156,703 | -6,145 | $7,602,645 | $8,667,217 | +$1,064,572 | 2026-08-13 |
|---|
| Q2 2026 | IMCG
ISHARES TR | | MRGSTR MD CP GRW | 99,479 | 90,518 | -8,961 | $7,835,946 | $8,897,907 | +$1,061,961 | 2026-08-13 |
|---|
| Q2 2026 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 53,390 | 52,499 | -891 | $5,097,677 | $6,143,433 | +$1,045,756 | 2026-08-13 |
|---|
| Q2 2026 | FLJP
FRANKLIN TEMPLETON ETF TR | | FTSE JAPAN ETF | 350,598 | 344,712 | -5,886 | $12,684,626 | $13,702,319 | +$1,017,693 | 2026-08-13 |
|---|
| Q2 2026 | SHV
ISHARES TR | | TRUST ISHARE 0-1 | 101,108 | 92,578 | -8,530 | $11,161,341 | $10,215,949 | -$945,392 | 2026-08-13 |
|---|
| Q2 2026 | VTWO
VANGUARD SCOTTSDALE FDS | | VNG RUS2000IDX | 44,405 | 43,824 | -581 | $4,448,063 | $5,321,134 | +$873,071 | 2026-08-13 |
|---|
| Q2 2026 | IAGG
ISHARES TR | | CORE INTL AGGR | 91,365 | 73,228 | -18,137 | $4,571,921 | $3,705,319 | -$866,602 | 2026-08-13 |
|---|
| Q2 2026 | IBAT
ISHARES TR | | ENERGY STRG & MA | 75,507 | 74,825 | -682 | $2,575,544 | $3,371,749 | +$796,205 | 2026-08-13 |
|---|
| Q2 2026 | CGDG
CAPITAL GROUP DIVIDEND GROWE | | SHS ETF | 171,022 | 143,225 | -27,797 | $6,139,675 | $5,372,382 | -$767,293 | 2026-08-13 |
|---|
| Q2 2026 | ACWX
ISHARES TR | | MSCI ACWI EX US | 103,298 | 102,994 | -304 | $7,072,820 | $7,838,835 | +$766,015 | 2026-08-13 |
|---|
| Q2 2026 | THNQ
EXCHANGE TRADED CONCEPTS TRU | | ROBO GLB ARTIF | 19,142 | 4,544 | -14,598 | $1,129,600 | $414,452 | -$715,148 | 2026-08-13 |
|---|
| Q2 2026 | MLN
VANECK ETF TRUST | | LONG MUNI ETF | 51,785 | 11,200 | -40,585 | $903,130 | $199,136 | -$703,994 | 2026-08-13 |
|---|
| Q2 2026 | MOTI
VANECK ETF TRUST | | MRNGSTR INT MOAT | 21,716 | 1,200 | -20,516 | $741,638 | $39,900 | -$701,738 | 2026-08-13 |
|---|
| Q2 2026 | XMMO
INVESCO EXCHANGE TRADED FD T | | S&P MDCP MOMNTUM | 18,021 | 11,326 | -6,695 | $2,613,405 | $1,927,006 | -$686,399 | 2026-08-13 |
|---|
| Q2 2026 | IUSG
ISHARES TR | | CORE S&P US GWT | 22,548 | 22,154 | -394 | $3,497,376 | $4,166,884 | +$669,508 | 2026-08-13 |
|---|
| Q2 2026 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 135,314 | 121,767 | -13,547 | $7,684,477 | $8,330,110 | +$645,633 | 2026-08-13 |
|---|