Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 121,349 shares of IWS (ISHARES TR), worth $17.1M as of 2025-Q4. The position was decreased (-0.1% shares). IWS represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$17.1M
Current Shares
121,349
Total Value Change
+$3.6M
Total Shares Change
+9,550
Other major holders of IWS: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, TIAA TRUST, NATIONAL ASSOCIATION
Decreased |
| 121,349 |
-0.1% |
| $17.1M |
| 0.1% |
| $142.38 |
0 |
| 2025-Q3 | Decreased | 121,466 | -1.3% | $17M | 0.1% | $138.71 | 0 |
| 2025-Q2 | Increased | 123,104 | +3.1% | $16.3M | 0.1% | $130.39 | 35 |
| 2025-Q1 | Increased | 119,408 | +4.4% | $15M | 0.1% | $123.56 | 35 |
| 2024-Q4 | Increased | 114,359 | +2.3% | $14.8M | 0.1% | $127.07 | 34 |
| 2024-Q3 | Increased | 111,846 | +0.0% | $14.8M | 0.1% | $129.34 | 33 |
| 2024-Q2 | Increased | 111,799 | +0.6% | $13.5M | 0.1% | $117.78 | 34 |