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IBIEIBIE
5 quarters

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

Steward Partners Investment Advisory, LLC holds 694 shares of IBIE (ISHARES TR), worth $18,239 as of 2026-Q2. The position was increased (+0.3% shares). IBIE represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$18,239

Current Shares

694

Total Value Change

+$6,360

Total Shares Change

+242

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
694
+0.3%
$18,2390.0%$25.63
18
2026-Q1
Increased
692
+49.1%
$18,1550.0%$26.17
25
2025-Q4
Increased
464
+1.8%
$12,0490.0%$26.00
18
2025-Q3
Increased
456
+0.9%
$12,0570.0%$25.91
18
2025-Q2
New
452
-
$11,8790.0%$25.48
24

Other major holders of IBIE: RAYMOND JAMES FINANCIAL INC, BlackRock, Inc., OSAIC HOLDINGS, INC.

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