Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 59,421 shares of ITA (ISHARES U.S. AEROSPACE & DEF).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ITA position is worth $14.4M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their ITA position (-21.6% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	59,421	-21.6%	$14.4M	0.1%	$242.42	0
2026-Q1	Decreased	75,819	-16.4%	$16.6M	0.1%	$244.98	0
2025-Q4	Increased	90,665	+21.5%	$19.5M	0.1%	$216.34	41
2025-Q3	Increased	74,643	+32.7%	$15.6M	0.1%	$205.44	36
2025-Q2	Increased	56,243	+55.7%	$10.6M	0.1%	$186.85	39
2025-Q1	Increased	36,113	+3.2%	$5.5M	0.0%	$152.51	28
2024-Q4	Increased	34,980	+18.7%	$5.1M	0.0%	$144.79	32
2024-Q3	Increased	29,464	+27.4%	$4.4M	0.0%	$147.14	33
2024-Q2	Increased	23,120	+1.7%	$3.1M	0.0%	$130.63	27
2024-Q1	Increased	22,734	+22.7%	$3M	0.0%	$130.23	32
2023-Q4	Decreased	18,531	-15.4%	$2.3M	0.0%	$124.71	0
2023-Q3	Decreased	21,903	-13.3%	$2.3M	0.0%	$104.03	0
2023-Q2	Decreased	25,265	-27.1%	$2.9M	0.0%	$113.99	0
2023-Q1	Decreased	34,658	-41.3%	$4M	0.1%	$111.82	0
2022-Q4	Increased	59,071	+128.8%	$6.6M	0.1%	$109.08	53
2022-Q3	Decreased	25,817	-18.1%	$2.4M	0.0%	$89.43	0
2022-Q2	Increased	31,528	+995.5%	$3.1M	0.1%	$94.39	43
2022-Q1	Increased	2,878	+16.6%	$319,000	0.0%	$108.48	27
2021-Q4	Decreased	2,468	-0.1%	$254,000	0.0%	$99.14	0
2021-Q3	Decreased	2,470	-59.0%	$257,000	0.0%	$101.88	0
2021-Q2	Decreased	6,017	-56.6%	$659,000	0.0%	$104.40	0
2021-Q1	Increased	13,860	+447.2%	$722.2M	0.0%	$99.72	51
2020-Q4	Increased	2,533	+93.1%	$240,000	0.0%	$90.72	37
2020-Q3	Decreased	1,312	-83.2%	$208,000	0.0%	$76.36	0
2020-Q2	Decreased	7,830	-26.2%	$1.3M	0.0%	$79.68	0
2020-Q1	Decreased	10,610	-43.9%	$1.5M	0.1%	$70.14	0
2019-Q4	Increased	18,916	+2.2%	$4.2M	0.1%	$105.38	33
2019-Q3	Decreased	18,505	-1.5%	$4.2M	0.1%	$105.58	0
2019-Q2	Increased	18,782	+177.8%	$4M	0.1%	$100.21	52
2019-Q1	New	6,760	-	$1.3M	0.1%	$93.09	35

ITA30 quarters

ITA
30 quarters