Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 1.3M shares of IVW (ISHARES TR), worth $165.3M as of 2025-Q4. The position was decreased (-14.2% shares). IVW represents 0.9% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$165.3M
Current Shares
1.3M
Total Value Change
+$112.5M
Total Shares Change
+770,808
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 1.3M |
-14.2% |
| $165.3M |
| 0.9% |
| $124.16 |
0 |
| 2025-Q3 | Increased | 1.6M | +104.7% | $188.7M | 1.1% | $120.03 | 78 |
| 2025-Q2 | Increased | 763,497 | +44.2% | $84.1M | 0.7% | $109.25 | 57 |
| 2025-Q1 | Increased | 529,449 | +6.0% | $49.1M | 0.4% | $92.24 | 37 |
| 2024-Q4 | Decreased | 499,278 | -10.1% | $50.7M | 0.4% | $101.96 | 0 |
| 2024-Q3 | Decreased | 555,121 | -2.6% | $53.2M | 0.5% | $94.72 | 0 |
| 2024-Q2 | Increased | 569,929 | +27.2% | $52.7M | 0.6% | $91.87 | 51 |