Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 1.4M shares of IVW (ISHARES TR), worth $154.1M as of 2026-Q1. The position was increased (+1.6% shares). IVW represents 0.8% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$154.1M
Current Shares
1.4M
Total Value Change
+$101.3M
Total Shares Change
+792,172
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.4M |
+1.6% |
| $154.1M |
| 0.8% |
| $118.67 |
43 |
| 2025-Q4 | 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 |