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IWDIWD
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

Steward Partners Investment Advisory, LLC holds 382,011 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $92.6M as of 2026-Q2. The position was increased (+0.3% shares). IWD represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$92.6M

Current Shares

382,011

Total Value Change

+$45.5M

Total Shares Change

+133,612

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
382,011
+0.3%
$92.6M0.5%$242.43
36
2026-Q1
Increased
380,721
+22.8%
$81.3M0.4%$222.27
43
2025-Q4
Increased
309,939
+0.9%
$65.2M0.4%$211.94
36
2025-Q3
Increased
307,233
+6.3%
$62.5M0.4%$202.24
38
2025-Q2
Decreased
288,893
-9.6%
$56.1M0.4%$191.58
0
2025-Q1
Increased
319,708
+26.9%
$60.2M0.5%$183.74
51
2024-Q4
Increased
251,890
+1.4%
$46.6M0.4%$181.36
35
2024-Q3
Increased
248,399
+1.6%
$47.1M0.4%$184.97
35

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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