Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 175,314 shares of IWP (ISHARES TR), worth $24M as of 2025-Q4. The position was increased (++0.9% shares). IWP represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$24M
Current Shares
175,314
Total Value Change
+$5.3M
Total Shares Change
+5,603
Other major holders of IWP: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 175,314 |
+0.9% |
| $24M |
| 0.1% |
| $138.51 |
34 |
| 2025-Q3 | Increased | 173,791 | +8.5% | $24.7M | 0.1% | $142.99 | 37 |
| 2025-Q2 | Decreased | 160,241 | -2.6% | $22.2M | 0.2% | $137.15 | 0 |
| 2025-Q1 | Decreased | 164,491 | -5.0% | $19.3M | 0.2% | $117.28 | 0 |
| 2024-Q4 | Decreased | 173,060 | -0.8% | $21.9M | 0.2% | $127.04 | 0 |
| 2024-Q3 | Increased | 174,412 | +2.8% | $20.5M | 0.2% | $116.69 | 35 |
| 2024-Q2 | Decreased | 169,711 | -0.1% | $18.7M | 0.2% | $109.68 | 0 |