Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 554,250 shares of IWR (ISHARES TR), worth $53.9M as of 2026-Q1. The position was increased (+4.8% shares). IWR represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$53.9M
Current Shares
554,250
Total Value Change
+$17.2M
Total Shares Change
+101,458
Other major holders of IWR: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 554,250 |
+4.8% |
| $53.9M |
| 0.3% |
| $101.75 |
37 |
| 2025-Q4 | Increased | 528,873 | +8.8% | $50.9M | 0.3% | $97.26 | 38 |
| 2025-Q3 | Increased | 485,977 | +0.8% | $46.9M | 0.3% | $96.09 | 35 |
| 2025-Q2 | Increased | 482,136 | +0.3% | $44.3M | 0.3% | $90.83 | 35 |
| 2025-Q1 | Increased | 480,495 | +4.9% | $40.9M | 0.4% | $83.76 | 37 |
| 2024-Q4 | Increased | 458,218 | +1.6% | $40.5M | 0.4% | $87.25 | 35 |
| 2024-Q3 | Decreased | 450,815 | -0.4% | $39.7M | 0.4% | $86.54 | 0 |
| 2024-Q2 | Decreased | 452,792 | -1.0% | $36.7M | 0.4% | $79.38 | 0 |