Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 33,111 shares of IHI (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IHI position is worth $1.6M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IHI position (-1.2% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	33,111	-1.2%	$1.6M	0.0%	$49.41	0
2026-Q1	Increased	33,510	+52.4%	$1.8M	0.0%	$59.00	36
2025-Q4	Increased	21,990	+0.3%	$1.4M	0.0%	$62.67	25
2025-Q3	Decreased	21,913	-7.6%	$1.3M	0.0%	$59.38	0
2025-Q2	Increased	23,716	+15.0%	$1.5M	0.0%	$61.94	29
2025-Q1	Decreased	20,626	-9.1%	$1.2M	0.0%	$59.25	0
2024-Q4	Decreased	22,699	-4.4%	$1.3M	0.0%	$58.26	0
2024-Q3	Decreased	23,735	-4.9%	$1.4M	0.0%	$58.44	0
2024-Q2	Decreased	24,950	-21.7%	$1.4M	0.0%	$55.67	0
2024-Q1	Increased	31,862	+12.9%	$1.9M	0.0%	$58.15	29
2023-Q4	Decreased	28,217	-48.6%	$1.5M	0.0%	$53.53	0
2023-Q3	Decreased	54,884	-15.8%	$2.7M	0.0%	$48.02	0
2023-Q2	Increased	65,173	+3.0%	$3.7M	0.1%	$55.04	27
2023-Q1	Decreased	63,282	-6.7%	$3.4M	0.1%	$52.44	0
2022-Q4	Decreased	67,836	-2.6%	$3.6M	0.1%	$51.86	0
2022-Q3	Increased	69,664	+3.7%	$3.3M	0.1%	$47.11	27
2022-Q2	Increased	67,189	+8.9%	$3.4M	0.1%	$49.91	29
2022-Q1	Decreased	61,710	-26.0%	$3.8M	0.1%	$60.36	0
2021-Q4	Decreased	83,386	-5.3%	$5.5M	0.1%	$65.03	0
2021-Q3	Increased	88,075	+522.7%	$5.5M	0.1%	$62.15	44
2021-Q2	Decreased	14,144	-67.0%	$5.1M	0.1%	$59.42	0
2021-Q1	Increased	42,924	+127.5%	$7.1B	0.1%	$53.54	62
2020-Q4	Increased	18,865	+6.7%	$6.2M	0.1%	$52.96	35
2020-Q3	Increased	17,675	+32.0%	$5.3M	0.1%	$48.06	41
2020-Q2	Increased	13,392	+66.0%	$3.5M	0.1%	$42.08	47
2020-Q1	Decreased	8,068	-8.7%	$1.8M	0.1%	$36.99	0
2019-Q4	Increased	8,840	+53.1%	$2.3M	0.1%	$42.86	37
2019-Q3	Increased	5,774	+37.3%	$1.4M	0.0%	$39.64	33
2019-Q2	Increased	4,205	+13.1%	$1M	0.0%	$39.08	28
2019-Q1	New	3,718	-	$861,000	0.0%	$37.55	34

IHI30 quarters

IHI
30 quarters