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IBIHIBIH
7 quarters

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

Yes. Steward Partners Investment Advisory holds 3,139 shares of IBIH, worth $82,513, as of its Q2 2026 13F filing. It increased the position by 170 shares (+5.7%) from Q1 2026. Steward Partners Investment Advisory has held IBIH since Q4 2024, across 7 quarterly 13F filings.

Current Value

$82,513

Current Shares

3,139

Total Value Change

+$61,764

Total Shares Change

+2,313

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3,139
+5.7%
$82,5130.0%$25.55
23
2026-Q1
Increased
2,969
+3.4%
$77,8560.0%$25.40
22
2025-Q4
Increased
2,871
+34.8%
$74,6970.0%$25.21
27
2025-Q3
Increased
2,130
+1.4%
$56,6220.0%$25.19
21
2025-Q2
Increased
2,101
+123.3%
$55,4320.0%$24.66
33
2025-Q1
Increased
941
+13.9%
$24,7670.0%$24.35
22
2024-Q4
New
826
-
$20,7490.0%$23.24
26

Other major holders of IBIH: BlackRock, Inc., JANE STREET GROUP, LLC, RAYMOND JAMES FINANCIAL INC, CITADEL ADVISORS LLC

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