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

Steward Partners Investment Advisory, LLC holds 122,009 shares of IWS (ISHARES RUSSELL MIDCAP VALUE INDEX FUND), worth $20.1M as of 2026-Q2. The position was increased (+1.2% shares). IWS represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$20.1M

Current Shares

122,009

Total Value Change

+$5.3M

Total Shares Change

+10,163

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
122,009
+1.2%
$20.1M0.1%$164.60
34
2026-Q1
Decreased
120,612
-0.6%
$17.6M0.1%$151.87
0
2025-Q4
Decreased
121,349
-0.1%
$17.1M0.1%$142.38
0
2025-Q3
Decreased
121,466
-1.3%
$17M0.1%$138.71
0
2025-Q2
Increased
123,104
+3.1%
$16.3M0.1%$130.39
35
2025-Q1
Increased
119,408
+4.4%
$15M0.1%$123.56
35
2024-Q4
Increased
114,359
+2.3%
$14.8M0.1%$127.07
34
2024-Q3
Increased
111,846
+0.0%
$14.8M0.1%$129.34
33

Other major holders of IWS: TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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