Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 909,263 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF  ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IJR position is worth $134.9M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IJR position (-43.3% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	909,263	-43.3%	$134.9M	0.7%	$148.31	0
2026-Q1	Increased	1.6M	+1.0%	$199.3M	1.0%	$123.94	48
2025-Q4	Increased	1.6M	+3.6%	$190.8M	1.0%	$119.63	50
2025-Q3	Increased	1.5M	+117.4%	$182.1M	1.0%	$117.74	77
2025-Q2	Increased	704,794	+9.0%	$77M	0.6%	$107.88	46
2025-Q1	Increased	646,754	+6.0%	$67.6M	0.6%	$102.84	44
2024-Q4	Increased	610,310	+4.1%	$70.3M	0.6%	$112.97	43
2024-Q3	Increased	586,185	+3.4%	$68.6M	0.6%	$113.62	43
2024-Q2	Increased	567,066	+2.4%	$60.5M	0.6%	$103.63	42
2024-Q1	Increased	553,912	+6.4%	$61.2M	0.7%	$107.00	44
2023-Q4	Decreased	520,782	-29.8%	$56.4M	0.8%	$104.48	0
2023-Q3	Increased	741,334	+1.4%	$69.9M	1.1%	$90.81	47
2023-Q2	Increased	731,437	+0.8%	$72.9M	1.1%	$95.03	47
2023-Q1	Increased	725,792	+6.1%	$70.2M	1.1%	$91.88	50
2022-Q4	Decreased	684,220	-0.6%	$64.8M	1.1%	$90.02	0
2022-Q3	Increased	688,115	+3.7%	$60M	1.1%	$82.21	48
2022-Q2	Decreased	663,846	-21.2%	$61.3M	1.1%	$86.68	0
2022-Q1	Increased	842,698	+8.5%	$90.9M	1.4%	$100.90	51
2021-Q4	Increased	776,948	+5.7%	$89M	1.4%	$106.93	50
2021-Q3	Increased	735,163	+1.9%	$80.3M	1.4%	$101.30	48
2021-Q2	Decreased	721,444	-50.3%	$81.5M	1.4%	$104.34	0
2021-Q1	Increased	1.5M	+123.3%	$78.9B	1.4%	$100.01	81
2020-Q4	Increased	650,503	+54.5%	$59.8M	1.3%	$84.47	65
2020-Q3	Increased	420,933	+4.3%	$29.6M	0.7%	$64.37	42
2020-Q2	Increased	403,672	+8.3%	$27.6M	0.8%	$62.34	44
2020-Q1	Increased	372,869	+10.2%	$20.9M	0.8%	$51.04	44
2019-Q4	Increased	338,486	+1.6%	$28.4M	0.8%	$76.03	41
2019-Q3	Increased	333,149	+6.9%	$25.9M	0.9%	$70.40	43
2019-Q2	Increased	311,545	+7.7%	$24.4M	0.9%	$70.59	43
2019-Q1	New	289,256	-	$22.3M	0.9%	$69.34	56

IJR30 quarters

IJR
30 quarters