Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 293 shares of IEZ (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IEZ position is worth $7,882.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IEZ position (-98.6% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IEZ in 2019-Q1. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	293	-98.6%	$7,882	0.0%	$26.90	0
2026-Q1	Decreased	21,000	-71.6%	$607,950	0.0%	$28.12	0
2025-Q4	Decreased	73,919	-0.8%	$1.5M	0.0%	$21.02	0
2025-Q3	Decreased	74,518	-5.2%	$1.4M	0.0%	$19.59	0
2025-Q2	Decreased	78,567	-21.4%	$1.3M	0.0%	$16.86	0
2025-Q1	Increased	99,986	+99.2%	$1.9M	0.0%	$19.09	42
2024-Q4	Increased	50,205	+501x	$994,561	0.0%	$19.17	40
2024-Q3	Unchanged	100	0.0%	$2,009	0.0%	$19.61	0
2024-Q2	Unchanged	100	0.0%	$2,227	0.0%	$21.64	0
2024-Q1	Unchanged	100	0.0%	$2,365	0.0%	$22.89	0
2023-Q4	Unchanged	100	0.0%	$2,192	0.0%	$21.14	0
2023-Q3	Unchanged	100	0.0%	$2,404	0.0%	$23.11	0
2023-Q2	Decreased	100	-70.6%	$2,012	0.0%	$18.96	0
2023-Q1	Decreased	340	-98.3%	$6,569	0.0%	$18.29	0
2022-Q4	Increased	19,419	+4130.7%	$411,683	0.0%	$20.24	38
2022-Q3	Unchanged	459	0.0%	$7,000	0.0%	$13.76	0
2022-Q2	Decreased	459	-98.2%	$7,000	0.0%	$15.58	0
2022-Q1	Increased	24,806	+247x	$478,000	0.0%	$18.52	39
2021-Q4	Unchanged	100	0.0%	$1,000	0.0%	$12.18	0
2021-Q3	Unchanged	100	0.0%	$1,000	0.0%	$13.09	0
2021-Q2	Decreased	100	-99.8%	$2,000	0.0%	$14.36	0
2021-Q1	Increased	47,400	+473x	$318.1M	0.0%	$12.58	50
2020-Q4	Unchanged	100	0.0%	$1,000	0.0%	$10.59	0
2020-Q3	Decreased	100	-99.6%	$1,000	0.0%	$6.79	0
2020-Q2	New	25,654	-	$221,000	0.0%	$7.80	32
2019-Q4	Exited	0	-100.0%	$0	0.0%	$18.57	0
2019-Q3	Increased	29,063	+2.9%	$511,000	0.0%	$16.00	25
2019-Q2	Increased	28,239	+2.2%	$612,000	0.0%	$19.46	25
2019-Q1	New	27,642	-	$698,000	0.0%	$22.53	34

IEZ29 quarters

IEZ
29 quarters