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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 35,802 shares of IBLC (ISHARES TR), worth $1.7M as of 2026-Q2. The position was increased (+79.3% shares). IBLC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.7M

Current Shares

35,802

Total Value Change

+$1.7M

Total Shares Change

+35,802

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
35,802
+79.3%
$1.7M0.0%$48.13
39
2026-Q1
Increased
19,969
+9934.7%
$729,6840.0%$38.88
40
2025-Q4
New
199
-
$8,1590.0%$41.40
25
2024-Q3
Exited
0
-100.0%
$00.0%$28.76
0

Other major holders of IBLC: JANE STREET GROUP, LLC, Financial Engines Advisors L.L.C.

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