Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 199,086 shares of EFV (ISHARES TR), worth $14.8M as of 2026-Q1. The position was decreased (-5.7% shares). EFV represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$14.8M
Current Shares
199,086
Total Value Change
+$8.5M
Total Shares Change
+79,539
Other major holders of EFV: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 199,086 |
-5.7% |
| $14.8M |
| 0.1% |
| $75.72 |
0 |
| 2025-Q4 | Decreased | 211,142 | -6.3% | $15.1M | 0.1% | $71.68 | 0 |
| 2025-Q3 | Decreased | 225,350 | -12.8% | $15.3M | 0.1% | $66.07 | 0 |
| 2025-Q2 | Increased | 258,358 | +32.8% | $16.4M | 0.1% | $62.08 | 43 |
| 2025-Q1 | Decreased | 194,563 | -19.0% | $11.5M | 0.1% | $56.91 | 0 |
| 2024-Q4 | Increased | 240,146 | +12.8% | $12.6M | 0.1% | $50.13 | 38 |
| 2024-Q3 | Increased | 212,922 | +78.1% | $12.2M | 0.1% | $54.42 | 51 |
| 2024-Q2 | Decreased | 119,547 | -23.4% | $6.3M | 0.1% | $49.90 | 0 |