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IWRIWR
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES RUSSELL MIDCAP INDEX FUND

Steward Partners Investment Advisory, LLC holds 569,685 shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND), worth $62.8M as of 2026-Q2. The position was increased (+2.8% shares). IWR represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$62.8M

Current Shares

569,685

Total Value Change

+$23.1M

Total Shares Change

+118,870

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
569,685
+2.8%
$62.8M0.3%$110.32
36
2026-Q1
Increased
554,250
+4.8%
$53.9M0.3%$101.75
37
2025-Q4
Increased
528,873
+8.8%
$50.9M0.3%$97.26
38
2025-Q3
Increased
485,977
+0.8%
$46.9M0.3%$96.09
35
2025-Q2
Increased
482,136
+0.3%
$44.3M0.3%$90.83
35
2025-Q1
Increased
480,495
+4.9%
$40.9M0.4%$83.76
37
2024-Q4
Increased
458,218
+1.6%
$40.5M0.4%$87.25
35
2024-Q3
Decreased
450,815
-0.4%
$39.7M0.4%$86.54
0

Other major holders of IWR: BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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