Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 702,876 shares of IVV (ISHARES TR), worth $459.1M as of 2026-Q1. The position was increased (+12.9% shares). IVV represents 2.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$459.1M
Current Shares
702,876
Total Value Change
+$271.5M
Total Shares Change
+360,075
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 702,876 |
+12.9% |
| $459.1M |
| 2.3% |
| $683.37 |
60 |
| 2025-Q4 | Increased | 622,585 | +0.5% | $426.4M | 2.3% | $689.92 | 54 |
| 2025-Q3 | Increased | 619,601 | +45.4% | $414.7M | 2.4% | $664.41 | 73 |
| 2025-Q2 | Increased | 426,028 | +6.5% | $264.5M | 2.1% | $613.43 | 56 |
| 2025-Q1 | Increased | 399,916 | +9.5% | $224.7M | 2.0% | $552.75 | 53 |
| 2024-Q4 | Increased | 365,113 | +6.6% | $214.9M | 1.9% | $583.48 | 52 |
| 2024-Q3 | Decreased | 342,473 | -0.1% | $197.5M | 1.8% | $564.81 | 0 |
| 2024-Q2 | Increased | 342,801 | +2.7% | $187.6M | 2.0% | $536.31 | 49 |