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IGMIGM
24 quarters

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

Steward Partners Investment Advisory, LLC holds 446,206 shares of IGM (ISHARES TR), worth $73M as of 2026-Q2. The position was decreased (-45.0% shares). IGM represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$73M

Current Shares

446,206

Total Value Change

+$72.6M

Total Shares Change

+444,810

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
446,206
-45.0%
$73M0.4%$163.58
0
2026-Q1
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
2024-Q1
Increased
6,169
+423.2%
$531,6170.0%$85.85
39
2023-Q4
Decreased
1,179
-39.6%
$528,4050.0%$74.38
0
2023-Q3
Decreased
1,952
-2.5%
$746,1220.0%$63.23
0
2023-Q2
Decreased
2,003
-4.8%
$786,8950.0%$63.89
0
2023-Q1
Decreased
2,103
-0.8%
$713,4620.0%$55.12
0
2022-Q4
Decreased
2,121
-12.1%
$593,8300.0%$46.20
0
2022-Q3
Decreased
2,412
-2.4%
$667,0000.0%$46.18
0
2022-Q2
Decreased
2,470
-36.3%
$727,0000.0%$49.19
0
2022-Q1
Decreased
3,878
-66.7%
$1.5M0.0%$64.81
0
2021-Q4
Increased
11,640
+3.9%
$5.1M0.1%$72.66
28
2021-Q3
Increased
11,206
+8.3%
$4.5M0.1%$66.45
29
2021-Q2
Decreased
10,346
-43.8%
$4.2M0.1%$66.56
0
2021-Q1
Increased
18,406
+405.7%
$3.3B0.1%$58.21
51
2020-Q4
Increased
3,640
+160.7%
$1.3M0.0%$57.20
41
2020-Q3
New
1,396
-
$431,0000.0%$50.41
33

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

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