Question 1

How many shares of ICLN does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 31,366 shares of ICLN (ISHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's ICLN position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ICLN position is worth $642,685.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ICLN?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ICLN position (+60.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ICLN?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ICLN in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	31,366	+60.3%	$642,685	0.0%	$20.49	35
2026-Q1	Increased	19,562	+26.9%	$357,794	0.0%	$17.72	29
2025-Q4	Decreased	15,420	-10.2%	$253,355	0.0%	$16.45	0
2025-Q3	Decreased	17,167	-1.8%	$265,741	0.0%	$15.29	0
2025-Q2	Increased	17,478	+43.0%	$229,133	0.0%	$12.92	31
2025-Q1	Decreased	12,224	-0.3%	$139,598	0.0%	$11.32	0
2024-Q4	Decreased	12,259	-20.4%	$139,510	0.0%	$11.22	0
2024-Q3	Decreased	15,399	-13.7%	$226,214	0.0%	$14.36	0
2024-Q2	Increased	17,846	+88.0%	$237,711	0.0%	$12.95	36
2024-Q1	Decreased	9,494	-18.6%	$132,725	0.0%	$13.51	0
2023-Q4	Decreased	11,661	-22.4%	$181,561	0.0%	$15.04	0
2023-Q3	Decreased	15,025	-23.1%	$219,670	0.0%	$14.01	0
2023-Q2	Decreased	19,538	-17.4%	$359,499	0.0%	$17.20	0
2023-Q1	Decreased	23,645	-15.7%	$467,701	0.0%	$18.54	0
2022-Q4	Increased	28,035	+15.1%	$556,498	0.0%	$18.90	28
2022-Q3	Increased	24,359	+10.9%	$465,000	0.0%	$18.15	27
2022-Q2	Decreased	21,963	-5.3%	$418,000	0.0%	$17.80	0
2022-Q1	Increased	23,180	+23.0%	$499,000	0.0%	$20.19	29
2021-Q4	Decreased	18,851	-14.4%	$399,000	0.0%	$20.02	0
2021-Q3	Decreased	22,017	-16.2%	$477,000	0.0%	$20.37	0
2021-Q2	Decreased	26,263	-92.3%	$616,000	0.0%	$22.35	0
2021-Q1	Increased	340,048	+178.5%	$4.1B	0.1%	$21.92	51
2020-Q4	Increased	122,093	+23.7%	$3.4M	0.1%	$26.40	32
2020-Q3	Increased	98,726	+1335.6%	$1.8M	0.0%	$16.75	42
2020-Q2	Unchanged	6,877	0.0%	$86,000	0.0%	$11.55	0
2020-Q1	Increased	6,877	+95.0%	$65,000	0.0%	$8.88	33
2019-Q4	Increased	3,527	+212.9%	$41,000	0.0%	$10.86	33
2019-Q3	Unchanged	1,127	0.0%	$12,000	0.0%	$9.97	0
2019-Q2	New	1,127	-	$11,000	0.0%	$9.80	24

ICLN29 quarters

ICLN
29 quarters