Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 78,262 shares of IWM (ISHARES TR), worth $19.4M as of 2026-Q1. The position was increased (+25.7% shares). IWM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$19.4M
Current Shares
78,262
Total Value Change
+$5.7M
Total Shares Change
+10,908
Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS
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 |