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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 10,754 shares of AOA (ISHARES TR), worth $1M as of 2026-Q2. The position was increased (+0.6% shares). AOA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1M

Current Shares

10,754

Total Value Change

+$376,759

Total Shares Change

+2,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,754
+0.6%
$1M0.0%$96.92
25
2026-Q1
Increased
10,692
+5.2%
$946,1390.0%$91.31
26
2025-Q4
Decreased
10,162
-2.8%
$910,1120.0%$90.06
0
2025-Q3
Increased
10,459
+3.1%
$921,8710.0%$86.80
26
2025-Q2
Increased
10,145
+1.5%
$846,1150.0%$81.37
25
2025-Q1
Decreased
9,992
-1.0%
$764,3740.0%$74.58
0
2024-Q4
Increased
10,094
+18.4%
$773,2870.0%$74.94
29
2024-Q3
Increased
8,526
+23.6%
$672,8000.0%$76.16
30

Other major holders of AOA: Rockefeller Capital Management L.P., WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP

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