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IAIIAI
Showing 8 of 29 quarters

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

Steward Partners Investment Advisory, LLC holds 30,939 shares of IAI (ISHARES TR), worth $5.4M as of 2026-Q2. The position was decreased (-1.0% shares). IAI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5.4M

Current Shares

30,939

Total Value Change

+$2M

Total Shares Change

+3,969

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
30,939
-1.0%
$5.4M0.0%$175.33
0
2026-Q1
Decreased
31,265
-8.5%
$5.1M0.0%$171.17
0
2025-Q4
Increased
34,173
+2.9%
$6.1M0.0%$181.17
28
2025-Q3
Increased
33,206
+16.3%
$5.9M0.0%$177.39
31
2025-Q2
Increased
28,543
+3.2%
$4.8M0.0%$165.85
28
2025-Q1
Decreased
27,660
-2.8%
$3.9M0.0%$138.40
0
2024-Q4
Increased
28,448
+5.5%
$4.1M0.0%$142.86
28
2024-Q3
Increased
26,970
+21.1%
$3.5M0.0%$126.86
32

Other major holders of IAI: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, ASSETMARK, INC

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