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IEZIEZ
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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in ISHARES TR

STIFEL FINANCIAL CORP holds 26,807 shares of IEZ (ISHARES TR), worth $721,027 as of 2026-Q2. The position was decreased (-84.8% shares). IEZ represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$721,027

Current Shares

26,807

Total Value Change

-$2.5M

Total Shares Change

-131,095

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
26,807
-84.8%
$721,0270.0%$26.90
0
2026-Q1
Increased
176,654
+52.4%
$5.1M0.0%$28.12
38
2025-Q4
Decreased
115,956
-22.4%
$2.4M0.0%$21.02
0
2025-Q3
Increased
149,342
+90.3%
$2.9M0.0%$19.59
41
2025-Q2
Decreased
78,494
-74.9%
$1.3M0.0%$16.86
0
2025-Q1
Increased
313,106
+14.8%
$6.1M0.0%$19.09
31
2024-Q4
Increased
272,675
+72.7%
$5.4M0.0%$19.17
40
2024-Q3
Increased
157,902
+215.2%
$3.2M0.0%$19.61
43

Other major holders of IEZ: Steward Partners Investment Advisory, LLC, Phoenix Financial Ltd., ASSETMARK, INC, MML INVESTORS SERVICES, LLC, MORGAN STANLEY

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