Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 15,834 shares of ITB (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ITB position is worth $1.7M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ITB position (+2.5% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ITB in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	15,834	+2.5%	$1.7M	0.0%	$104.48	26
2026-Q1	Increased	15,442	+6.0%	$1.4M	0.0%	$103.69	27
2025-Q4	Increased	14,561	+112.8%	$1.4M	0.0%	$97.29	41
2025-Q3	Decreased	6,842	-4.6%	$733,781	0.0%	$107.37	0
2025-Q2	Increased	7,171	+25.7%	$668,073	0.0%	$92.93	30
2025-Q1	Increased	5,704	+3.6%	$543,038	0.0%	$93.42	25
2024-Q4	Decreased	5,507	-43.5%	$569,414	0.0%	$101.57	0
2024-Q3	Increased	9,747	+1.6%	$1.2M	0.0%	$124.50	26
2024-Q2	Increased	9,594	+3.0%	$969,620	0.0%	$99.16	26
2024-Q1	Increased	9,319	+8.1%	$1.1M	0.0%	$113.49	27
2023-Q4	Decreased	8,619	-2.9%	$876,852	0.0%	$99.60	0
2023-Q3	Decreased	8,880	-11.8%	$696,991	0.0%	$76.77	0
2023-Q2	Decreased	10,063	-70.0%	$859,783	0.0%	$82.70	0
2023-Q1	Increased	33,483	+574.2%	$2.4M	0.0%	$66.67	42
2022-Q4	Increased	4,966	+6.8%	$300,964	0.0%	$58.97	25
2022-Q3	Increased	4,650	+56.9%	$242,000	0.0%	$50.88	33
2022-Q2	Decreased	2,964	-72.0%	$156,000	0.0%	$50.59	0
2022-Q1	Increased	10,590	+8.7%	$628,000	0.0%	$59.69	27
2021-Q4	Increased	9,746	+30.8%	$808,000	0.0%	$79.24	31
2021-Q3	Decreased	7,450	-56.3%	$493,000	0.0%	$65.67	0
2021-Q2	Decreased	17,053	-51.5%	$1.2M	0.0%	$66.56	0
2021-Q1	Increased	35,164	+131.4%	$1.2B	0.0%	$65.37	51
2020-Q4	Increased	15,195	+62.9%	$848,000	0.0%	$54.35	36
2020-Q3	Increased	9,329	+48.0%	$528,000	0.0%	$53.32	33
2020-Q2	Increased	6,304	+2081.3%	$278,000	0.0%	$41.60	38
2020-Q1	Decreased	289	-75.6%	$8,000	0.0%	$28.91	0
2019-Q4	Decreased	1,183	-33.9%	$52,000	0.0%	$42.29	0
2019-Q3	Decreased	1,789	-93.1%	$77,000	0.0%	$40.65	0
2019-Q2	New	25,918	-	$990,000	0.0%	$36.38	35

ITB29 quarters

ITB
29 quarters