Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 279,758 shares of IDV (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IDV position is worth $11.6M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IDV position (-2.6% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IDV in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	279,758	-2.6%	$11.6M	0.1%	$41.43	0
2026-Q1	Increased	287,292	+9.8%	$12.2M	0.1%	$42.65	31
2025-Q4	Increased	261,705	+2.8%	$10.3M	0.1%	$39.64	29
2025-Q3	Increased	254,481	+4.0%	$9.3M	0.1%	$35.94	29
2025-Q2	Increased	244,714	+4.8%	$8.4M	0.1%	$33.51	29
2025-Q1	Increased	233,483	+15.9%	$7.2M	0.1%	$29.72	32
2024-Q4	Increased	201,388	+5.2%	$5.5M	0.0%	$25.87	28
2024-Q3	Increased	191,448	+2.2%	$5.8M	0.1%	$28.46	28
2024-Q2	Decreased	187,295	-10.8%	$5.2M	0.1%	$25.49	0
2024-Q1	Increased	210,091	+13.1%	$5.9M	0.1%	$25.19	31
2023-Q4	Increased	185,831	+7.8%	$5.2M	0.1%	$24.93	29
2023-Q3	Increased	172,323	+21.6%	$4.4M	0.1%	$22.32	32
2023-Q2	Increased	141,760	+0.5%	$3.7M	0.1%	$22.44	27
2023-Q1	Increased	141,018	+24.1%	$3.9M	0.1%	$23.11	32
2022-Q4	Increased	113,676	+1.2%	$3.1M	0.1%	$22.60	27
2022-Q3	Decreased	112,298	-1.1%	$2.5M	0.0%	$18.57	0
2022-Q2	Decreased	113,504	-31.1%	$3.1M	0.1%	$21.88	0
2022-Q1	Increased	164,795	+3.4%	$5.2M	0.1%	$25.07	28
2021-Q4	Increased	159,412	+7.2%	$5M	0.1%	$24.14	29
2021-Q3	Decreased	148,736	-1.4%	$4.5M	0.1%	$23.36	0
2021-Q2	Decreased	150,812	-51.6%	$4.9M	0.1%	$24.47	0
2021-Q1	Increased	311,614	+109.4%	$4.9B	0.1%	$23.40	51
2020-Q4	Decreased	148,833	-10.6%	$4.4M	0.1%	$21.75	0
2020-Q3	Increased	166,442	+0.4%	$4.1M	0.1%	$18.07	32
2020-Q2	Increased	165,763	+0.7%	$4.2M	0.1%	$18.03	32
2020-Q1	Increased	164,544	+9.9%	$3.7M	0.1%	$15.81	35
2019-Q4	Increased	149,759	+627.6%	$5M	0.1%	$22.81	52
2019-Q3	Increased	20,582	+28.8%	$632,000	0.0%	$20.68	31
2019-Q2	Increased	15,978	+3.9%	$490,000	0.0%	$20.54	25
2019-Q1	New	15,383	-	$474,000	0.0%	$20.15	33

IDV30 quarters

IDV
30 quarters