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Showing 6 of 27 quarters

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

Steward Partners Investment Advisory, LLC previously held 0 shares of IBMN (ISHARES), worth $0 as of 2025-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$1.5M

Total Shares Change

-55,860

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Exited
0
-100.0%
$00.0%$26.67
0
2025-Q3
Decreased
37,714
-1.3%
$1M0.0%$26.62
0
2025-Q2
Decreased
38,218
-1.4%
$1M0.0%$26.46
0
2025-Q1
Decreased
38,764
-11.5%
$1M0.0%$26.28
0
2024-Q4
Decreased
43,787
-21.6%
$1.2M0.0%$26.06
0
2024-Q3
Decreased
55,860
-26.1%
$1.5M0.0%$25.95
0

Other major holders of IBMN: Focus Partners Wealth, BANK OF AMERICA CORP /DE/

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