Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 129,455 shares of IYF (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYF position is worth $16.5M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IYF position (-60.0% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IYF in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	129,455	-60.0%	$16.5M	0.1%	$127.51	0
2026-Q1	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
2024-Q1	Decreased	4,207	-10.4%	$402,402	0.0%	$93.31	0
2023-Q4	Increased	4,696	+8.8%	$401,082	0.0%	$83.04	26
2023-Q3	Decreased	4,315	-17.0%	$322,611	0.0%	$72.34	0
2023-Q2	Decreased	5,199	-86.2%	$387,930	0.0%	$71.34	0
2023-Q1	Decreased	37,614	-10.8%	$2.7M	0.0%	$67.51	0
2022-Q4	Decreased	42,151	-3.3%	$3.2M	0.1%	$72.01	0
2022-Q3	Decreased	43,593	-18.2%	$2.9M	0.1%	$64.71	0
2022-Q2	Decreased	53,316	-1.8%	$3.7M	0.1%	$66.60	0
2022-Q1	Decreased	54,289	-5.5%	$4.6M	0.1%	$81.18	0
2021-Q4	Increased	57,432	+0.9%	$5M	0.1%	$81.32	27
2021-Q3	Decreased	56,943	-4.5%	$4.7M	0.1%	$78.28	0
2021-Q2	Decreased	59,658	-50.5%	$4.8M	0.1%	$75.38	0
2021-Q1	Increased	120,526	+192.7%	$4.5B	0.1%	$69.87	51
2020-Q4	Increased	41,180	+116.2%	$2.8M	0.1%	$61.09	42
2020-Q3	Decreased	19,052	-19.9%	$2.2M	0.1%	$51.77	0
2020-Q2	Increased	23,790	+163.8%	$2.6M	0.1%	$49.71	42
2020-Q1	Increased	9,019	+18.9%	$877,000	0.0%	$45.68	29
2019-Q4	Increased	7,586	+16.4%	$1M	0.0%	$62.20	29
2019-Q3	Increased	6,520	+14.8%	$839,000	0.0%	$58.04	28
2019-Q2	Increased	5,678	+83.3%	$713,000	0.0%	$56.34	38
2019-Q1	New	3,097	-	$365,000	0.0%	$52.76	33

IYF30 quarters

IYF
30 quarters