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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES S&P 500 GROWTH ETF

Steward Partners Investment Advisory, LLC holds 795,103 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $109.4M as of 2026-Q2. The position was decreased (-41.6% shares). IVW represents 0.6% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$109.4M

Current Shares

795,103

Total Value Change

+$56.2M

Total Shares Change

+239,982

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
795,103
-41.6%
$109.4M0.6%$137.53
0
2026-Q1
Increased
1.4M
+1.6%
$154.1M0.8%$113.00
43
2025-Q4
Decreased
1.3M
-14.2%
$165.3M0.9%$123.04
0
2025-Q3
Increased
1.6M
+104.7%
$188.7M1.1%$120.38
78
2025-Q2
Increased
763,497
+44.2%
$84.1M0.7%$109.66
57
2025-Q1
Increased
529,449
+6.0%
$49.1M0.4%$92.36
37
2024-Q4
Decreased
499,278
-10.1%
$50.7M0.4%$100.90
0
2024-Q3
Decreased
555,121
-2.6%
$53.2M0.5%$95.03
0

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

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