Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 96,304 shares of IMCG (ISHARES TR), worth $7.7M as of 2025-Q4. The position was increased (++5.8% shares). IMCG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$7.7M
Current Shares
96,304
Total Value Change
+$248,464
Total Shares Change
-13,518
Other major holders of IMCG: Kestra Advisory Services, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC, LPL Financial LLC
Increased |
| 96,304 |
+5.8% |
| $7.7M |
| 0.0% |
| $80.75 |
29 |
| 2025-Q3 | Decreased | 91,047 | -3.9% | $7.5M | 0.0% | $82.52 | 0 |
| 2025-Q2 | Increased | 94,763 | +6.7% | $7.6M | 0.1% | $79.31 | 29 |
| 2025-Q1 | Increased | 88,804 | +1.1% | $6.3M | 0.1% | $70.84 | 27 |
| 2024-Q4 | Increased | 87,848 | +2.1% | $6.6M | 0.1% | $75.06 | 28 |
| 2024-Q3 | Decreased | 86,028 | -21.7% | $6.3M | 0.1% | $72.18 | 0 |
| 2024-Q2 | Increased | 109,822 | +2.5% | $7.4M | 0.1% | $66.90 | 28 |