Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 93,756 shares of DVY (ISHARES TR), worth $14.2M as of 2026-Q1. The position was increased (+1.3% shares). DVY represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$14.2M
Current Shares
93,756
Total Value Change
+$3.8M
Total Shares Change
+8,215
Other major holders of DVY: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, CAPITAL FUND MANAGEMENT S.A.
Increased |
| 93,756 |
+1.3% |
| $14.2M |
| 0.1% |
| $154.11 |
28 |
| 2025-Q4 | Increased | 92,585 | +5.0% | $13.1M | 0.1% | $142.21 | 29 |
| 2025-Q3 | Decreased | 88,219 | -2.8% | $12.5M | 0.1% | $139.84 | 0 |
| 2025-Q2 | Increased | 90,719 | +2.5% | $12M | 0.1% | $129.51 | 29 |
| 2025-Q1 | Increased | 88,482 | +2.9% | $11.9M | 0.1% | $128.87 | 34 |
| 2024-Q4 | Increased | 86,020 | +0.1% | $11.3M | 0.1% | $126.12 | 33 |
| 2024-Q3 | Increased | 85,916 | +0.4% | $11.6M | 0.1% | $128.54 | 33 |
| 2024-Q2 | Decreased | 85,541 | -1.1% | $10.3M | 0.1% | $114.10 | 0 |