Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 380,721 shares of IWD (ISHARES TR), worth $81.3M as of 2026-Q1. The position was increased (+22.8% shares). IWD represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$81.3M
Current Shares
380,721
Total Value Change
+$38.7M
Total Shares Change
+136,142
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 380,721 |
+22.8% |
| $81.3M |
| 0.4% |
| $222.27 |
43 |
| 2025-Q4 | 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 |