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IATIAT
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 81,011 shares of IAT (ISHARES TR), worth $5M as of 2026-Q2. The position was increased (+0.9% shares). IAT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5M

Current Shares

81,011

Total Value Change

+$1.2M

Total Shares Change

+667

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
81,011
+0.9%
$5M0.0%$62.21
27
2026-Q1
Increased
80,323
+1.7%
$4.3M0.0%$56.26
27
2025-Q4
Increased
78,954
+0.8%
$4.4M0.0%$55.67
27
2025-Q3
Decreased
78,345
-0.6%
$4.1M0.0%$52.19
0
2025-Q2
Decreased
78,783
-13.6%
$3.9M0.0%$48.51
0
2025-Q1
Increased
91,152
+1.5%
$4.3M0.0%$44.81
27
2024-Q4
Increased
89,782
+11.8%
$4.5M0.0%$48.75
30
2024-Q3
Increased
80,344
+0.0%
$3.8M0.0%$45.23
27

Other major holders of IAT: JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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