Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 174,307 shares of IUSB (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IUSB position is worth $8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their IUSB position (+36.1% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	174,307	+36.1%	$8M	0.0%	$45.82	36
2026-Q1	Increased	128,026	+68.5%	$5.9M	0.0%	$45.38	40
2025-Q4	Decreased	75,973	-0.3%	$3.5M	0.0%	$45.41	0
2025-Q3	Decreased	76,222	-15.1%	$3.6M	0.0%	$44.94	0
2025-Q2	Decreased	89,793	-7.1%	$4.2M	0.0%	$44.01	0
2025-Q1	Increased	96,700	+7.7%	$4.5M	0.0%	$43.40	29
2024-Q4	Increased	89,805	+11.4%	$4.1M	0.0%	$42.29	30
2024-Q3	Increased	80,587	+14.6%	$3.8M	0.0%	$43.49	30
2024-Q2	Decreased	70,295	-10.9%	$3.2M	0.0%	$41.31	0
2024-Q1	Increased	78,861	+33.6%	$3.6M	0.0%	$41.23	34
2023-Q4	Decreased	59,041	-81.0%	$2.7M	0.0%	$41.42	0
2023-Q3	Decreased	311,488	-6.6%	$13.6M	0.2%	$38.81	0
2023-Q2	Increased	333,609	+9.7%	$15.2M	0.2%	$40.00	37
2023-Q1	Increased	304,220	+18.6%	$14M	0.2%	$40.26	39
2022-Q4	Increased	256,551	+27.4%	$11.5M	0.2%	$38.99	41
2022-Q3	Increased	201,332	+2.9%	$9M	0.2%	$38.24	34
2022-Q2	Increased	195,707	+4.3%	$9.2M	0.2%	$40.00	34
2022-Q1	Increased	187,692	+24.5%	$9.3M	0.1%	$42.16	40
2021-Q4	Increased	150,725	+0.6%	$8M	0.1%	$44.83	33
2021-Q3	Decreased	149,775	-2.9%	$8M	0.1%	$44.85	0
2021-Q2	Decreased	154,173	-42.3%	$8.2M	0.1%	$44.87	0
2021-Q1	Increased	267,236	+4327.4%	$7.1B	0.1%	$44.06	62
2020-Q4	Increased	6,036	+1.1%	$329,000	0.0%	$45.44	24
2020-Q3	Increased	5,971	+6924.7%	$325,000	0.0%	$44.85	38
2020-Q2	Unchanged	85	0.0%	$5,000	0.0%	$44.53	0
2020-Q1	Unchanged	85	0.0%	$4,000	0.0%	$42.74	0
2019-Q4	Unchanged	85	0.0%	$4,000	0.0%	$42.22	0
2019-Q3	Unchanged	85	0.0%	$4,000	0.0%	$42.06	0
2019-Q2	New	85	-	$4,000	0.0%	$41.15	20

IUSB29 quarters

IUSB
29 quarters