Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 697 shares of IHE (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IHE position is worth $69,010.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IHE position (-46.3% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IHE in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	697	-46.3%	$69,010	0.0%	$99.01	0
2026-Q1	Increased	1,299	+82.7%	$112,597	0.0%	$89.70	34
2025-Q4	Increased	711	+125.7%	$60,314	0.0%	$85.58	34
2025-Q3	Unchanged	315	0.0%	$22,856	0.0%	$70.18	0
2025-Q2	New	315	-	$20,645	0.0%	$64.79	26
2025-Q1	Exited	0	-100.0%	$0	0.0%	$67.48	0
2024-Q4	Unchanged	162	0.0%	$10,647	0.0%	$64.07	0
2024-Q3	Unchanged	162	0.0%	$11,439	0.0%	$68.47	0
2024-Q2	Unchanged	162	0.0%	$10,744	0.0%	$64.47	0
2024-Q1	Increased	162	+200.0%	$10,999	0.0%	$65.72	28
2023-Q4	Decreased	54	-83.5%	$10,012	0.0%	$59.57	0
2023-Q3	Decreased	327	-66.0%	$57,873	0.0%	$56.74	0
2023-Q2	Decreased	961	-88.8%	$172,125	0.0%	$56.63	0
2023-Q1	Unchanged	8,600	0.0%	$1.5M	0.0%	$55.29	0
2022-Q4	Increased	8,600	+0.3%	$1.6M	0.0%	$58.95	26
2022-Q3	Decreased	8,576	-0.9%	$1.5M	0.0%	$53.65	0
2022-Q2	Decreased	8,651	-3.3%	$1.7M	0.0%	$59.90	0
2022-Q1	Decreased	8,944	-46.5%	$1.7M	0.0%	$61.10	0
2021-Q4	Increased	16,728	+0.8%	$3.3M	0.1%	$62.06	27
2021-Q3	Increased	16,594	+4.8%	$3M	0.1%	$57.09	28
2021-Q2	Decreased	15,826	-47.5%	$2.9M	0.0%	$57.31	0
2021-Q1	Increased	30,120	+78.3%	$2.7B	0.0%	$53.97	49
2020-Q4	Increased	16,895	+0.4%	$3M	0.1%	$54.46	26
2020-Q3	Increased	16,830	+9.3%	$2.8M	0.1%	$49.16	29
2020-Q2	Increased	15,395	+103.7%	$2.4M	0.1%	$45.89	42
2020-Q1	Decreased	7,558	-7.0%	$1M	0.0%	$41.04	0
2019-Q4	Increased	8,130	+21.9%	$1.3M	0.0%	$48.01	30
2019-Q3	Increased	6,670	+23.1%	$932,000	0.0%	$41.74	30
2019-Q2	New	5,419	-	$817,000	0.0%	$45.06	34

IHE29 quarters

IHE
29 quarters