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

Steward Partners Investment Advisory, LLC holds 811,567 shares of IGM (ISHARES TR), worth $96.2M as of 2026-Q1. The position was increased (+3.5% shares). IGM represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$96.2M

Current Shares

811,567

Total Value Change

+$95.5M

Total Shares Change

+804,668

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
811,567
+3.5%
$96.2M0.5%$123.03
37
2025-Q4
Decreased
784,414
-6.9%
$101.3M0.6%$130.43
0
2025-Q3
Increased
842,752
+1411.1%
$106.1M0.6%$125.70
68
2025-Q2
Increased
55,770
+189.6%
$6.3M0.0%$111.25
44
2025-Q1
Increased
19,260
+43.8%
$1.7M0.0%$90.68
35
2024-Q4
Increased
13,393
+104.0%
$1.4M0.0%$102.75
41
2024-Q3
Decreased
6,564
-4.9%
$629,7530.0%$95.39
0
2024-Q2
Increased
6,899
+11.8%
$650,6150.0%$93.99
27

Other major holders of IGM: BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC

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