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CSMLCSML
21 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in IQ U.S. Small Cap ETF

Steward Partners Investment Advisory, LLC previously held 0 shares of CSML (IQ U.S. Small Cap ETF), worth $0 as of 2024-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$19,000

Total Shares Change

-780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q2
Latest
Exited
0
-100.0%
$00.0%$34.70
0
2024-Q1
Unchanged
503
0.0%
$18,7630.0%$37.30
0
2023-Q4
Unchanged
503
0.0%
$18,1330.0%$35.92
0
2023-Q3
Unchanged
503
0.0%
$15,6430.0%$30.87
0
2023-Q2
Unchanged
503
0.0%
$16,3150.0%$32.03
0
2023-Q1
Unchanged
503
0.0%
$15,9500.0%$30.78
0
2022-Q4
Unchanged
503
0.0%
$16,0370.0%$31.28
0
2022-Q3
Unchanged
503
0.0%
$15,0000.0%$28.34
0
2022-Q2
Unchanged
503
0.0%
$15,0000.0%$29.43
0
2022-Q1
Unchanged
503
0.0%
$18,0000.0%$34.30
0
2021-Q4
Unchanged
503
0.0%
$18,0000.0%$35.51
0
2021-Q3
Unchanged
503
0.0%
$18,0000.0%$33.95
0
2021-Q2
Decreased
503
-50.0%
$18,0000.0%$34.10
0
2021-Q1
Increased
1,006
+100.0%
$17.4M0.0%$32.79
46
2020-Q4
Unchanged
503
0.0%
$15,0000.0%$27.85
0
2020-Q3
Increased
503
+22.7%
$11,0000.0%$21.04
21
2020-Q2
Decreased
410
-57.7%
$9,0000.0%$20.21
0
2020-Q1
Unchanged
970
0.0%
$16,0000.0%$16.32
0
2019-Q4
Unchanged
970
0.0%
$26,0000.0%$25.79
0
2019-Q3
Increased
970
+24.4%
$24,0000.0%$23.59
23
2019-Q2
New
780
-
$19,0000.0%$23.38
26

Other major holders of CSML: NEW YORK LIFE INVESTMENT MANAGEMENT LLC

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