Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

IWFIWF
30 quarters

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

Steward Partners Investment Advisory, LLC holds 986,551 shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $122.5M as of 2026-Q2. The position was increased (+204.3% shares). IWF represents 0.6% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$122.5M

Current Shares

986,551

Total Value Change

+$83.2M

Total Shares Change

+726,828

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
986,551
+204.3%
$122.5M0.6%$124.17
68
2026-Q1
Increased
324,255
+3.1%
$138.3M0.7%$106.51
44
2025-Q4
Decreased
314,465
-8.9%
$148.8M0.8%$118.12
0
2025-Q3
Increased
345,275
+46.5%
$161.7M0.9%$116.78
58
2025-Q2
Increased
235,596
+1.4%
$100M0.8%$105.75
43
2025-Q1
Increased
232,464
+6.5%
$83.9M0.7%$89.85
45
2024-Q4
Increased
218,169
+3.6%
$87.6M0.8%$99.82
44
2024-Q3
Increased
210,521
+0.3%
$79M0.7%$93.21
42
2024-Q2
Increased
209,959
+0.4%
$76.5M0.8%$90.38
42
2024-Q1
Decreased
209,104
-5.9%
$70.5M0.8%$83.47
0
2023-Q4
Decreased
222,229
-2.3%
$67.4M0.9%$74.98
0
2023-Q3
Decreased
227,360
-3.0%
$60.5M0.9%$65.66
0
2023-Q2
Decreased
234,475
-2.8%
$64.5M1.0%$67.80
0
2023-Q1
Decreased
241,147
-1.6%
$58.9M0.9%$60.11
0
2022-Q4
Increased
245,032
+3.0%
$52.5M0.9%$52.59
43
2022-Q3
Increased
237,910
+0.7%
$50.1M0.9%$51.52
41
2022-Q2
Increased
236,162
+5.9%
$51.6M0.9%$53.40
44
2022-Q1
Decreased
223,013
-4.3%
$61.9M1.0%$67.68
0
2021-Q4
Increased
233,156
+0.4%
$71.3M1.1%$74.39
47
2021-Q3
Increased
232,263
+0.3%
$63.6M1.1%$66.62
46
2021-Q2
Decreased
231,556
-52.7%
$62.9M1.1%$65.89
0
2021-Q1
Increased
489,350
+113.2%
$59.5B1.0%$58.92
81
2020-Q4
Decreased
229,542
-1.8%
$55.4M1.2%$58.37
0
2020-Q3
Decreased
233,728
-6.0%
$50.7M1.3%$52.42
0
2020-Q2
Decreased
248,671
-4.5%
$47.7M1.4%$46.30
0
2020-Q1
Decreased
260,254
-10.2%
$39.2M1.4%$36.26
0
2019-Q4
Increased
289,678
+2.6%
$51M1.5%$42.22
47
2019-Q3
Increased
282,276
+5.5%
$45.1M1.5%$38.21
49
2019-Q2
Increased
267,508
+3.0%
$42.1M1.5%$37.56
47
2019-Q1
New
259,723
-
$39.3M1.7%$36.03
66

Other major holders of IWF: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used