Question 1

How many shares of IWM does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 111,126 shares of IWM (ISHARES RUSSELL 2000 ETF  ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's IWM position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IWM position is worth $33.4M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IWM?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their IWM position (+42.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IWM?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IWM in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	111,126	+42.0%	$33.4M	0.2%	$300.45	46
2026-Q1	Increased	78,262	+25.7%	$19.4M	0.1%	$259.24	35
2025-Q4	Increased	62,279	+9.6%	$15.3M	0.1%	$248.03	31
2025-Q3	Decreased	56,845	-7.9%	$13.8M	0.1%	$240.81	0
2025-Q2	Decreased	61,694	-0.7%	$13.3M	0.1%	$214.15	0
2025-Q1	Decreased	62,103	-64.1%	$12.4M	0.1%	$198.67	0
2024-Q4	Increased	172,950	+27.7%	$38.2M	0.3%	$218.23	43
2024-Q3	Increased	135,453	+101.1%	$29.9M	0.3%	$217.23	56
2024-Q2	Decreased	67,354	-4.0%	$13.7M	0.1%	$199.36	0
2024-Q1	Decreased	70,129	-4.9%	$14.7M	0.2%	$206.07	0
2023-Q4	Increased	73,713	+15.0%	$14.8M	0.2%	$196.17	39
2023-Q3	Decreased	64,088	-1.2%	$11.3M	0.2%	$172.11	0
2023-Q2	Decreased	64,862	-27.5%	$12.1M	0.2%	$180.65	0
2023-Q1	Increased	89,418	+5.3%	$16M	0.3%	$169.33	36
2022-Q4	Increased	84,958	+2.3%	$14.8M	0.3%	$167.91	34
2022-Q3	Increased	83,075	+0.2%	$13.7M	0.3%	$159.25	33
2022-Q2	Decreased	82,928	-0.8%	$14M	0.3%	$162.78	0
2022-Q1	Decreased	83,617	-12.9%	$17.2M	0.3%	$197.33	0
2021-Q4	Increased	95,966	+1.9%	$21.3M	0.3%	$211.63	35
2021-Q3	Decreased	94,134	-11.0%	$20.6M	0.4%	$208.99	0
2021-Q2	Decreased	105,729	-57.3%	$24.3M	0.4%	$216.40	0
2021-Q1	Increased	247,534	+163.0%	$27.4B	0.5%	$205.40	62
2020-Q4	Increased	94,106	+29.0%	$18.5M	0.4%	$184.70	42
2020-Q3	Increased	72,936	+2.2%	$10.9M	0.3%	$140.00	34
2020-Q2	Increased	71,350	+23.0%	$10.2M	0.3%	$131.81	40
2020-Q1	Decreased	58,002	-4.5%	$6.6M	0.2%	$107.07	0
2019-Q4	Increased	60,704	+8.1%	$10.1M	0.3%	$153.39	36
2019-Q3	Increased	56,174	+2.6%	$8.5M	0.3%	$139.64	34
2019-Q2	Decreased	54,762	-3.6%	$8.5M	0.3%	$143.14	0
2019-Q1	New	56,820	-	$8.7M	0.4%	$140.43	46

IWM30 quarters

IWM
30 quarters