Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 38,071 shares of IYE (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYE position is worth $2.2M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IYE position (-0.4% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	38,071	-0.4%	$2.2M	0.0%	$56.59	0
2026-Q1	Decreased	38,223	-5.0%	$2.5M	0.0%	$59.70	0
2025-Q4	Decreased	40,255	-6.5%	$1.9M	0.0%	$47.81	0
2025-Q3	Increased	43,052	+7.7%	$2M	0.0%	$47.67	28
2025-Q2	Decreased	39,977	-18.8%	$1.8M	0.0%	$44.72	0
2025-Q1	Decreased	49,231	-2.4%	$2.4M	0.0%	$47.65	0
2024-Q4	Decreased	50,446	-5.6%	$2.3M	0.0%	$43.71	0
2024-Q3	Decreased	53,448	-2.7%	$2.5M	0.0%	$44.45	0
2024-Q2	Decreased	54,956	-3.1%	$2.6M	0.0%	$46.00	0
2024-Q1	Increased	56,702	+379.2%	$2.8M	0.0%	$47.04	42
2023-Q4	Decreased	11,832	-15.8%	$522,028	0.0%	$41.76	0
2023-Q3	Decreased	14,050	-23.8%	$666,392	0.0%	$44.53	0
2023-Q2	Decreased	18,444	-77.2%	$790,141	0.0%	$39.66	0
2023-Q1	Decreased	80,701	-12.1%	$3.5M	0.1%	$40.23	0
2022-Q4	Decreased	91,781	-1.4%	$4.3M	0.1%	$42.70	0
2022-Q3	Increased	93,108	+54.4%	$3.7M	0.1%	$36.02	37
2022-Q2	Decreased	60,310	-32.8%	$2.3M	0.0%	$34.98	0
2022-Q1	Decreased	89,807	-49.5%	$3.7M	0.1%	$36.97	0
2021-Q4	Decreased	177,733	-1.2%	$5.4M	0.1%	$26.62	0
2021-Q3	Decreased	179,899	-5.5%	$5.1M	0.1%	$25.10	0
2021-Q2	Decreased	190,272	-46.7%	$5.5M	0.1%	$24.92	0
2021-Q1	Increased	357,170	+170.1%	$4.7B	0.1%	$22.78	51
2020-Q4	Increased	132,250	+13.4%	$2.7M	0.1%	$17.52	30
2020-Q3	Increased	116,581	+2138.9%	$1.9M	0.0%	$13.61	42
2020-Q2	Unchanged	5,207	0.0%	$104,000	0.0%	$16.38	0
2020-Q1	Increased	5,207	+7.7%	$79,000	0.0%	$12.49	23
2019-Q4	Decreased	4,833	-4.8%	$155,000	0.0%	$25.95	0
2019-Q3	Decreased	5,076	-2.1%	$161,000	0.0%	$24.94	0
2019-Q2	New	5,187	-	$178,000	0.0%	$26.62	31

IYE29 quarters

IYE
29 quarters