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IJKIJK
30 quarters

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

Steward Partners Investment Advisory, LLC holds 407,266 shares of IJK (ISHARES S&P MID-CAP 400 GROW), worth $47.9M as of 2026-Q2. The position was increased (+33.0% shares). IJK represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$47.9M

Current Shares

407,266

Total Value Change

+$27.4M

Total Shares Change

+313,748

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
407,266
+33.0%
$47.9M0.2%$117.50
45
2026-Q1
Increased
306,286
+2.2%
$30.8M0.2%$105.68
35
2025-Q4
Decreased
299,689
-1.4%
$29M0.2%$97.97
0
2025-Q3
Decreased
304,031
-8.2%
$29.2M0.2%$95.68
0
2025-Q2
Increased
331,044
+2.9%
$30.1M0.2%$90.51
35
2025-Q1
Increased
321,868
+19.2%
$26.8M0.2%$82.71
41
2024-Q4
Increased
270,033
+0.3%
$24.6M0.2%$90.44
34
2024-Q3
Increased
269,333
+0.1%
$24.8M0.2%$91.02
34
2024-Q2
Decreased
269,102
-18.1%
$23.7M0.2%$87.10
0
2024-Q1
Increased
328,452
+20.0%
$30M0.3%$90.06
41
2023-Q4
Decreased
273,804
-0.7%
$21.7M0.3%$78.06
0
2023-Q3
Decreased
275,781
-0.7%
$19.9M0.3%$70.94
0
2023-Q2
Decreased
277,580
-9.6%
$20.8M0.3%$72.84
0
2023-Q1
Increased
306,941
+1.8%
$21.9M0.4%$68.70
35
2022-Q4
Increased
301,494
+8.1%
$20.6M0.4%$66.49
37
2022-Q3
Increased
279,010
+1.9%
$17.6M0.3%$61.55
34
2022-Q2
Decreased
273,851
-2.2%
$17.5M0.3%$62.33
0
2022-Q1
Increased
280,098
+0.7%
$21.6M0.3%$75.88
34
2021-Q4
Decreased
278,239
-0.6%
$23.7M0.4%$82.04
0
2021-Q3
Decreased
279,819
-0.7%
$22.2M0.4%$77.06
0
2021-Q2
Decreased
281,824
-60.1%
$22.8M0.4%$77.88
0
2021-Q1
Increased
706,738
+139.0%
$27.7B0.5%$74.64
62
2020-Q4
Increased
295,682
+293.7%
$21.4M0.5%$69.11
55
2020-Q3
Decreased
75,109
-2.9%
$18M0.5%$56.86
0
2020-Q2
Decreased
77,383
-4.2%
$17.3M0.5%$52.73
0
2020-Q1
Decreased
80,782
-16.3%
$14.4M0.5%$42.91
0
2019-Q4
Increased
96,452
+0.4%
$23M0.7%$56.48
40
2019-Q3
Increased
96,046
+3.2%
$21.5M0.7%$52.65
41
2019-Q2
Decreased
93,052
-0.5%
$21.1M0.8%$53.37
0
2019-Q1
New
93,518
-
$20.5M0.9%$51.54
55

Other major holders of IJK: MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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