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Showing 8 of 23 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 90,518 shares of IMCG (ISHARES TR), worth $8.9M as of 2026-Q2. The position was decreased (-9.0% shares). IMCG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$8.9M

Current Shares

90,518

Total Value Change

+$2.6M

Total Shares Change

+4,490

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
90,518
-9.0%
$8.9M0.0%$98.30
0
2026-Q1
Increased
99,479
+3.3%
$7.8M0.0%$83.05
28
2025-Q4
Increased
96,304
+5.8%
$7.7M0.0%$80.75
29
2025-Q3
Decreased
91,047
-3.9%
$7.5M0.0%$82.52
0
2025-Q2
Increased
94,763
+6.7%
$7.6M0.1%$79.31
29
2025-Q1
Increased
88,804
+1.1%
$6.3M0.1%$70.84
27
2024-Q4
Increased
87,848
+2.1%
$6.6M0.1%$75.06
28
2024-Q3
Decreased
86,028
-21.7%
$6.3M0.1%$72.18
0

Other major holders of IMCG: VANTAGEPOINT INVESTMENT ADVISERS LLC, LPL Financial LLC

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