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IJR
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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 $199.3M as of 2026-Q1. The position was increased (+1.0% shares). IJR represents 1.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$199.3M

Current Shares

1.6M

Total Value Change

+$138.8M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.6M
+1.0%
$199.3M1.0%$129.20
48
2025-Q4
Increased
1.6M
+3.6%
$190.8M1.0%$121.69
50
2025-Q3
Increased
1.5M
+117.4%
$182.1M1.0%$118.03
77
2025-Q2
Increased
704,794
+9.0%
$77M0.6%$108.58
46
2025-Q1
Increased
646,754
+6.0%
$67.6M0.6%$102.76
44
2024-Q4
Increased
610,310
+4.1%
$70.3M0.6%$113.25
43
2024-Q3
Increased
586,185
+3.4%
$68.6M0.6%$113.75
43
2024-Q2
Increased
567,066
+2.4%
$60.5M0.6%$103.63
42

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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