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DMXFDMXF
23 quarters

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

Steward Partners Investment Advisory, LLC holds 12,650 shares of DMXF (ISHARES TR), worth $1.1M as of 2026-Q2. The position was increased (+9.3% shares). DMXF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.1M

Current Shares

12,650

Total Value Change

+$1M

Total Shares Change

+11,919

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,650
+9.3%
$1.1M0.0%$84.60
27
2026-Q1
Increased
11,575
+155.6%
$873,3340.0%$78.06
40
2025-Q4
Decreased
4,528
-20.9%
$340,3240.0%$75.78
0
2025-Q3
Decreased
5,723
-67.7%
$433,4600.0%$73.02
0
2025-Q2
Decreased
17,725
-7.1%
$1.3M0.0%$72.11
0
2025-Q1
Decreased
19,088
-33.0%
$1.3M0.0%$64.45
0
2024-Q4
Increased
28,506
+17.2%
$1.8M0.0%$61.66
30
2024-Q3
Increased
24,319
+23.3%
$1.8M0.0%$67.94
31
2024-Q2
Increased
19,731
+7.2%
$1.3M0.0%$63.41
27
2024-Q1
Increased
18,412
+9.1%
$1.3M0.0%$63.15
28
2023-Q4
Increased
16,883
+13.9%
$1.1M0.0%$59.21
29
2023-Q3
Increased
14,826
+18.8%
$846,4160.0%$52.43
29
2023-Q2
Increased
12,482
+6.2%
$760,2790.0%$55.09
26
2023-Q1
Increased
11,757
+13.5%
$700,6000.0%$53.62
28
2022-Q4
Increased
10,355
+41.6%
$561,9660.0%$49.13
32
2022-Q3
Increased
7,315
+2.8%
$341,0000.0%$41.70
24
2022-Q2
Decreased
7,116
-2.0%
$371,0000.0%$46.85
0
2022-Q1
Increased
7,258
+154.3%
$443,0000.0%$55.37
39
2021-Q4
Decreased
2,854
-0.4%
$196,0000.0%$60.86
0
2021-Q3
Increased
2,865
+17.7%
$194,0000.0%$59.56
27
2021-Q2
Decreased
2,434
-53.8%
$165,0000.0%$59.86
0
2021-Q1
Increased
5,270
+620.9%
$171.2M0.0%$56.43
49
2020-Q4
New
731
-
$46,0000.0%$55.17
28

Other major holders of DMXF: ENVESTNET ASSET MANAGEMENT INC

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