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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 23,177 shares of IDNA (ISHARES TR), worth $782,224 as of 2026-Q2. The position was decreased (-1.8% shares). IDNA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$782,224

Current Shares

23,177

Total Value Change

+$766,200

Total Shares Change

+22,526

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
23,177
-1.8%
$782,2240.0%$33.75
0
2026-Q1
New
23,593
-
$685,3770.0%$29.83
34
2025-Q1
Exited
0
-100.0%
$00.0%$20.73
0
2024-Q4
Decreased
500
-23.2%
$11,3150.0%$22.22
0
2024-Q3
Unchanged
651
0.0%
$16,0240.0%$24.13
0

Other major holders of IDNA: UBS Group AG, BANK OF AMERICA CORP /DE/

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