Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 23,489 shares of IYG (ISHARES TR), worth $1.9M as of 2026-Q1. The position was increased (+473.2% shares). IYG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$1.9M
Current Shares
23,489
Total Value Change
+$1.4M
Total Shares Change
+14,809
Other major holders of IYG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Dynasty Wealth Management, LLC
Increased |
| 23,489 |
+473.2% |
| $1.9M |
| 0.0% |
| $85.55 |
42 |
| 2025-Q4 | Increased | 4,098 | +0.5% | $378,026 | 0.0% | $92.95 | 24 |
| 2025-Q3 | Increased | 4,077 | +1.7% | $365,489 | 0.0% | $89.94 | 24 |
| 2025-Q2 | Increased | 4,008 | +45.0% | $343,071 | 0.0% | $84.33 | 32 |
| 2025-Q1 | Decreased | 2,765 | -73.2% | $217,220 | 0.0% | $77.04 | 0 |
| 2024-Q4 | Increased | 10,327 | +0.0% | $803,514 | 0.0% | $76.90 | 25 |
| 2024-Q3 | Increased | 10,324 | +18.9% | $733,222 | 0.0% | $69.75 | 29 |
| 2024-Q2 | Decreased | 8,680 | -3.8% | $566,003 | 0.0% | $64.08 | 0 |