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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES S&P MID-CAP 400 VALU

Steward Partners Investment Advisory, LLC holds 104,147 shares of IJJ (ISHARES S&P MID-CAP 400 VALU), worth $15.4M as of 2026-Q2. The position was decreased (-0.3% shares). IJJ represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$15.4M

Current Shares

104,147

Total Value Change

+$1.7M

Total Shares Change

-6,737

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
104,147
-0.3%
$15.4M0.1%$147.73
0
2026-Q1
Increased
104,492
+0.1%
$13.8M0.1%$138.74
28
2025-Q4
Decreased
104,345
-1.9%
$13.7M0.1%$132.84
0
2025-Q3
Decreased
106,337
-0.1%
$13.8M0.1%$128.62
0
2025-Q2
Decreased
106,454
-1.4%
$13.2M0.1%$122.28
0
2025-Q1
Decreased
107,992
-1.8%
$12.9M0.1%$117.44
0
2024-Q4
Decreased
110,009
-0.8%
$13.7M0.1%$121.89
0
2024-Q3
Increased
110,884
+0.5%
$13.7M0.1%$120.44
34

Other major holders of IJJ: First Command Advisory Services, Inc., FMR LLC

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