Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 324,033 shares of IYF (ISHARES TR), worth $38.1M as of 2026-Q1. The position was decreased (-22.6% shares). IYF represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$38.1M
Current Shares
324,033
Total Value Change
+$37.7M
Total Shares Change
+319,858
Other major holders of IYF: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Dynasty Wealth Management, LLC
Decreased |
| 324,033 |
-22.6% |
| $38.1M |
| 0.2% |
| $122.04 |
0 |
| 2025-Q4 | Increased | 418,874 | +32.1% | $54M | 0.3% | $129.86 | 45 |
| 2025-Q3 | Increased | 317,026 | +1105.2% | $40.1M | 0.2% | $126.60 | 56 |
| 2025-Q2 | Increased | 26,306 | +85.6% | $3.2M | 0.0% | $119.09 | 41 |
| 2025-Q1 | Increased | 14,172 | +48.5% | $1.6M | 0.0% | $110.49 | 35 |
| 2024-Q4 | Increased | 9,545 | +128.6% | $1.1M | 0.0% | $109.02 | 41 |
| 2024-Q3 | Increased | 4,176 | +0.0% | $433,841 | 0.0% | $101.62 | 24 |
| 2024-Q2 | Decreased | 4,175 | -0.8% | $394,825 | 0.0% | $92.55 | 0 |