Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 9,756 shares of IWN (ISHARES RUSSELL 2000 VALUE E).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IWN position is worth $2.2M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IWN position (-7.1% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	9,756	-7.1%	$2.2M	0.0%	$221.20	0
2026-Q1	Decreased	10,498	-20.7%	$2M	0.0%	$196.06	0
2025-Q4	Increased	13,232	+16.1%	$2.4M	0.0%	$182.65	30
2025-Q3	Increased	11,397	+34.2%	$2M	0.0%	$175.55	33
2025-Q2	Decreased	8,493	-1.1%	$1.3M	0.0%	$156.06	0
2025-Q1	Decreased	8,592	-2.8%	$1.3M	0.0%	$148.99	0
2024-Q4	Decreased	8,843	-1.6%	$1.5M	0.0%	$160.76	0
2024-Q3	Decreased	8,983	-3.1%	$1.5M	0.0%	$162.58	0
2024-Q2	Decreased	9,267	-7.5%	$1.4M	0.0%	$148.06	0
2024-Q1	Decreased	10,014	-8.3%	$1.6M	0.0%	$153.71	0
2023-Q4	Increased	10,924	+10.4%	$1.7M	0.0%	$149.79	28
2023-Q3	Decreased	9,892	-14.3%	$1.3M	0.0%	$129.97	0
2023-Q2	Increased	11,548	+10.3%	$1.6M	0.0%	$134.02	28
2023-Q1	Decreased	10,467	-11.6%	$1.4M	0.0%	$127.60	0
2022-Q4	Decreased	11,841	-21.2%	$1.6M	0.0%	$130.76	0
2022-Q3	Decreased	15,024	-1.5%	$1.9M	0.0%	$121.58	0
2022-Q2	Increased	15,252	+5.6%	$2.1M	0.0%	$127.34	27
2022-Q1	Decreased	14,441	-36.9%	$2.3M	0.0%	$151.23	0
2021-Q4	Increased	22,877	+19.1%	$3.8M	0.1%	$153.28	31
2021-Q3	Increased	19,201	+6.1%	$3.1M	0.1%	$148.79	28
2021-Q2	Decreased	18,098	-67.3%	$3M	0.1%	$151.40	0
2021-Q1	Increased	55,284	+184.9%	$4.4B	0.1%	$144.86	51
2020-Q4	Decreased	19,405	-15.5%	$2.6M	0.1%	$119.84	0
2020-Q3	Increased	22,963	+3.0%	$2.3M	0.1%	$89.72	27
2020-Q2	Increased	22,288	+6.9%	$2.2M	0.1%	$86.69	28
2020-Q1	Increased	20,855	+199.8%	$1.7M	0.1%	$73.94	41
2019-Q4	Decreased	6,957	-0.1%	$894,000	0.0%	$114.42	0
2019-Q3	Increased	6,963	+60.8%	$831,000	0.0%	$105.92	36
2019-Q2	Increased	4,330	+102.2%	$521,000	0.0%	$106.18	39
2019-Q1	New	2,142	-	$256,000	0.0%	$105.14	32

IWN30 quarters

IWN
30 quarters