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IJHIJH
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES CORE S&P MIDCAP ETF

Steward Partners Investment Advisory, LLC holds 1.4M shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $106.9M as of 2026-Q2. The position was decreased (-54.6% shares). IJH represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$106.9M

Current Shares

1.4M

Total Value Change

+$92.8M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-54.6%
$106.9M0.5%$77.11
0
2026-Q1
Decreased
3.1M
-0.9%
$206.1M1.1%$70.86
0
2025-Q4
Increased
3.1M
+6.0%
$203.2M1.1%$66.70
51
2025-Q3
Increased
2.9M
+140.5%
$189.6M1.1%$64.87
78
2025-Q2
Decreased
1.2M
-26.7%
$74.9M0.6%$61.52
0
2025-Q1
Increased
1.6M
+3.2%
$96.1M0.8%$57.55
43
2024-Q4
Increased
1.6M
+4.0%
$99.4M0.9%$61.30
44
2024-Q3
Increased
1.5M
+3.9%
$95.7M0.9%$61.15
44
2024-Q2
Increased
1.5M
+3.5%
$86.4M0.9%$57.25
44
2024-Q1
Increased
1.4M
+400.9%
$86.6M1.0%$59.26
68
2023-Q4
Decreased
284,760
-0.1%
$78.9M1.1%$53.93
0
2023-Q3
Increased
284,943
+4.2%
$71.1M1.1%$48.31
49
2023-Q2
Increased
273,411
+1.9%
$71.5M1.1%$50.13
48
2023-Q1
Increased
268,213
+56.3%
$67.1M1.1%$47.28
66
2022-Q4
Increased
171,562
+4.7%
$41.5M0.7%$46.33
43
2022-Q3
Increased
163,918
+7.9%
$35.9M0.7%$42.14
44
2022-Q2
Decreased
151,942
-28.4%
$34.4M0.6%$43.28
0
2022-Q1
Decreased
212,372
-2.2%
$57M0.9%$51.45
0
2021-Q4
Increased
217,194
+1.7%
$61.5M0.9%$53.26
42
2021-Q3
Decreased
213,581
-0.4%
$56.2M1.0%$50.16
0
2021-Q2
Decreased
214,351
-52.4%
$57.6M1.0%$50.27
0
2021-Q1
Increased
450,052
+128.7%
$58.6B1.0%$48.52
81
2020-Q4
Increased
196,806
+100.9%
$45.2M1.0%$42.72
66
2020-Q3
Increased
97,953
+1.6%
$18.2M0.5%$34.15
34
2020-Q2
Increased
96,426
+5.4%
$17.1M0.5%$32.41
36
2020-Q1
Decreased
91,475
-1.6%
$13.2M0.5%$26.74
0
2019-Q4
Increased
92,950
+6.2%
$19.1M0.6%$37.60
43
2019-Q3
Increased
87,512
+12.4%
$16.9M0.6%$34.92
45
2019-Q2
Increased
77,864
+5.0%
$15.1M0.6%$35.21
42
2019-Q1
New
74,183
-
$14.1M0.6%$34.17
55

Other major holders of IJH: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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