Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 27,721 shares of IYC (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYC position is worth $2.8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IYC position (-50.7% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IYC in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	27,721	-50.7%	$2.8M	0.0%	$101.10	0
2026-Q1	Increased	56,270	+69.7%	$5.5M	0.0%	$101.64	40
2025-Q4	Decreased	33,160	-1.3%	$3.4M	0.0%	$103.79	0
2025-Q3	Increased	33,583	+37.2%	$3.5M	0.0%	$105.36	35
2025-Q2	Increased	24,482	+183.1%	$2.4M	0.0%	$99.33	42
2025-Q1	Decreased	8,647	-42.8%	$763,746	0.0%	$87.71	0
2024-Q4	Increased	15,103	+2.2%	$1.5M	0.0%	$96.26	26
2024-Q3	Decreased	14,773	-2.4%	$1.3M	0.0%	$87.59	0
2024-Q2	Decreased	15,134	-0.3%	$1.2M	0.0%	$80.65	0
2024-Q1	Decreased	15,174	-2.2%	$1.2M	0.0%	$81.22	0
2023-Q4	Decreased	15,510	-40.3%	$1.2M	0.0%	$74.97	0
2023-Q3	Decreased	25,978	-1.3%	$1.7M	0.0%	$66.10	0
2023-Q2	Increased	26,316	+511.9%	$1.9M	0.0%	$69.18	42
2023-Q1	Decreased	4,301	-32.2%	$278,260	0.0%	$62.21	0
2022-Q4	Increased	6,345	+9.2%	$361,422	0.0%	$55.93	26
2022-Q3	Increased	5,812	+25.5%	$338,000	0.0%	$58.02	29
2022-Q2	Decreased	4,631	-77.0%	$263,000	0.0%	$56.26	0
2022-Q1	Decreased	20,173	-69.7%	$1.5M	0.0%	$74.64	0
2021-Q4	Decreased	66,673	-0.1%	$5.6M	0.1%	$82.18	0
2021-Q3	Increased	66,712	+3.4%	$5.2M	0.1%	$76.50	28
2021-Q2	Decreased	64,528	-47.3%	$5M	0.1%	$75.25	0
2021-Q1	Increased	122,450	+271.9%	$4.6B	0.1%	$72.82	51
2020-Q4	Increased	32,925	+285.7%	$2.3M	0.1%	$68.36	42
2020-Q3	Increased	8,536	+4.1%	$2.1M	0.1%	$60.04	27
2020-Q2	Increased	8,201	+34.8%	$1.8M	0.1%	$52.54	33
2020-Q1	Increased	6,085	+4.9%	$1.1M	0.0%	$43.46	26
2019-Q4	Increased	5,801	+34.3%	$1.3M	0.0%	$55.01	33
2019-Q3	Increased	4,320	+29.9%	$939,000	0.0%	$51.86	31
2019-Q2	New	3,325	-	$723,000	0.0%	$52.18	34

IYC29 quarters

IYC
29 quarters