Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 1.6M shares of IJR (ISHARES TR), worth $190.8M as of 2025-Q4. The position was increased (++3.6% shares). IJR represents 1.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$190.8M
Current Shares
1.6M
Total Value Change
+$130.3M
Total Shares Change
+1M
Other major holders of IJR: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 1.6M |
+3.6% |
| $190.8M |
| 1.0% |
| $121.69 |
50 |
| 2025-Q3 | Increased | 1.5M | +117.4% | $182.1M | 1.0% | $118.03 | 77 |
| 2025-Q2 | Increased | 704,794 | +9.0% | $77M | 0.6% | $108.58 | 46 |
| 2025-Q1 | Increased | 646,754 | +6.0% | $67.6M | 0.6% | $102.76 | 44 |
| 2024-Q4 | Increased | 610,310 | +4.1% | $70.3M | 0.6% | $113.25 | 43 |
| 2024-Q3 | Increased | 586,185 | +3.4% | $68.6M | 0.6% | $113.75 | 43 |
| 2024-Q2 | Increased | 567,066 | +2.4% | $60.5M | 0.6% | $103.63 | 42 |