Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 163,540 shares of IWP (ISHARES RUSSELL MIDCAP GRWTH).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IWP position is worth $23.9M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IWP position (-14.3% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	163,540	-14.3%	$23.9M	0.1%	$146.41	0
2026-Q1	Increased	190,796	+8.8%	$24.4M	0.1%	$135.50	37
2025-Q4	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
2024-Q1	Decreased	169,858	-9.3%	$19.4M	0.2%	$113.34	0
2023-Q4	Increased	187,378	+14.9%	$19.6M	0.3%	$103.62	39
2023-Q3	Increased	163,078	+9.0%	$14.9M	0.2%	$90.48	37
2023-Q2	Increased	149,568	+8.2%	$14.5M	0.2%	$94.46	36
2023-Q1	Increased	138,211	+16.7%	$12.6M	0.2%	$88.22	39
2022-Q4	Decreased	118,430	-3.1%	$9.9M	0.2%	$82.43	0
2022-Q3	Increased	122,286	+7.4%	$9.6M	0.2%	$77.90	36
2022-Q2	Increased	113,901	+1.9%	$9M	0.2%	$78.63	34
2022-Q1	Increased	111,764	+8.1%	$11.2M	0.2%	$99.94	36
2021-Q4	Decreased	103,381	-20.4%	$11.9M	0.2%	$113.21	0
2021-Q3	Increased	129,842	+11.2%	$14.6M	0.3%	$110.18	37
2021-Q2	Decreased	116,720	-51.3%	$13.2M	0.2%	$111.08	0
2021-Q1	Increased	239,706	+103.9%	$12.2B	0.2%	$97.85	62
2020-Q4	Increased	117,564	+95.4%	$12.1M	0.3%	$100.29	53
2020-Q3	Decreased	60,179	-0.4%	$10.4M	0.3%	$83.78	0
2020-Q2	Increased	60,442	+10.2%	$9.6M	0.3%	$75.67	36
2020-Q1	Decreased	54,826	-5.9%	$6.7M	0.2%	$60.31	0
2019-Q4	Increased	58,247	+32.5%	$8.9M	0.3%	$73.87	42
2019-Q3	Increased	43,948	+47.0%	$6.2M	0.2%	$67.98	44
2019-Q2	Increased	29,891	+72.6%	$4.3M	0.2%	$68.99	48
2019-Q1	New	17,318	-	$2.3M	0.1%	$65.54	36

IWP30 quarters

IWP
30 quarters