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IYGIYG
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 22,812 shares of IYG (ISHARES TR), worth $2.1M as of 2026-Q2. The position was decreased (-2.9% shares). IYG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.1M

Current Shares

22,812

Total Value Change

+$1.3M

Total Shares Change

+12,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
22,812
-2.9%
$2.1M0.0%$90.47
0
2026-Q1
Increased
23,489
+473.2%
$1.9M0.0%$85.55
42
2025-Q4
Increased
4,098
+0.5%
$378,0260.0%$92.95
24
2025-Q3
Increased
4,077
+1.7%
$365,4890.0%$89.94
24
2025-Q2
Increased
4,008
+45.0%
$343,0710.0%$84.33
32
2025-Q1
Decreased
2,765
-73.2%
$217,2200.0%$77.04
0
2024-Q4
Increased
10,327
+0.0%
$803,5140.0%$76.90
25
2024-Q3
Increased
10,324
+18.9%
$733,2220.0%$69.75
29

Other major holders of IYG: ENVESTNET ASSET MANAGEMENT INC, Dynasty Wealth Management, LLC

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