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IVW
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+1.6%
$154.1M0.8%$118.67
43
2025-Q4
Decreased
1.3M
-14.2%
$165.3M0.9%$124.16
0
2025-Q3
Increased
1.6M
+104.7%
$188.7M1.1%$120.03
78
2025-Q2
Increased
763,497
+44.2%
$84.1M0.7%$109.25
57
2025-Q1
Increased
529,449
+6.0%
$49.1M0.4%$92.24
37
2024-Q4
Decreased
499,278
-10.1%
$50.7M0.4%$101.96
0
2024-Q3
Decreased
555,121
-2.6%
$53.2M0.5%$94.72
0
2024-Q2
Increased
569,929
+27.2%
$52.7M0.6%$91.87
51

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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