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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 1,402 shares of IAK (ISHARES TR), worth $197,065 as of 2026-Q2. The position was decreased (-6.0% shares). IAK represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$197,065

Current Shares

1,402

Total Value Change

-$608,723

Total Shares Change

-4,842

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,402
-6.0%
$197,0650.0%$140.56
0
2026-Q1
Decreased
1,492
-1.1%
$191,4090.0%$136.46
0
2025-Q4
Decreased
1,508
-73.9%
$205,3140.0%$137.16
0
2025-Q3
Increased
5,777
+2.9%
$774,2980.0%$132.37
25
2025-Q2
Increased
5,615
+28.6%
$754,9930.0%$131.74
31
2025-Q1
Decreased
4,365
-25.6%
$601,5410.0%$134.64
0
2024-Q4
Decreased
5,867
-6.0%
$741,9990.0%$123.89
0
2024-Q3
Increased
6,244
+6.0%
$805,7880.0%$125.90
26

Other major holders of IAK: MORGAN STANLEY

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