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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES RUSSELL 2000 GROWTH

Steward Partners Investment Advisory, LLC holds 45,510 shares of IWO (ISHARES RUSSELL 2000 GROWTH), worth $17.9M as of 2026-Q2. The position was increased (+0.8% shares). IWO represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$17.9M

Current Shares

45,510

Total Value Change

+$7.7M

Total Shares Change

+9,574

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,510
+0.8%
$17.9M0.1%$393.96
28
2026-Q1
Increased
45,137
+1.0%
$14.2M0.1%$331.48
28
2025-Q4
Increased
44,708
+1.3%
$14.4M0.1%$325.75
28
2025-Q3
Increased
44,127
+0.1%
$14.1M0.1%$319.16
28
2025-Q2
Increased
44,079
+25.4%
$12.6M0.1%$284.05
34
2025-Q1
Decreased
35,165
-33.4%
$9M0.1%$256.43
0
2024-Q4
Increased
52,766
+46.8%
$15.2M0.1%$286.61
46
2024-Q3
Increased
35,936
+2.5%
$10.2M0.1%$280.76
28

Other major holders of IWO: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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