Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 309,939 shares of IWD (ISHARES TR), worth $65.2M as of 2025-Q4. The position was increased (++0.9% shares). IWD represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$65.2M
Current Shares
309,939
Total Value Change
+$22.5M
Total Shares Change
+65,360
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 309,939 |
+0.9% |
| $65.2M |
| 0.4% |
| $211.94 |
36 |
| 2025-Q3 | Increased | 307,233 | +6.3% | $62.5M | 0.4% | $202.24 | 38 |
| 2025-Q2 | Decreased | 288,893 | -9.6% | $56.1M | 0.4% | $191.58 | 0 |
| 2025-Q1 | Increased | 319,708 | +26.9% | $60.2M | 0.5% | $183.74 | 51 |
| 2024-Q4 | Increased | 251,890 | +1.4% | $46.6M | 0.4% | $181.36 | 35 |
| 2024-Q3 | Increased | 248,399 | +1.6% | $47.1M | 0.4% | $184.97 | 35 |
| 2024-Q2 | Increased | 244,579 | +1.8% | $42.7M | 0.4% | $169.57 | 35 |