Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 126,850 shares of IYH (ISHARES U.S. HEALTHCARE ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYH position is worth $8.5M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their IYH position (+13.9% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	126,850	+13.9%	$8.5M	0.0%	$67.01	31
2026-Q1	Decreased	111,333	-11.0%	$6.9M	0.0%	$65.36	0
2025-Q4	Increased	125,140	+2.1%	$8.1M	0.0%	$65.50	28
2025-Q3	Increased	122,519	+4.1%	$7.2M	0.0%	$57.08	28
2025-Q2	Increased	117,733	+51.1%	$6.6M	0.1%	$55.77	38
2025-Q1	Decreased	77,933	-1.1%	$4.7M	0.0%	$59.76	0
2024-Q4	Decreased	78,777	-2.7%	$4.6M	0.0%	$57.43	0
2024-Q3	Decreased	80,928	-0.7%	$5.3M	0.0%	$63.57	0
2024-Q2	Increased	81,525	+0.2%	$5M	0.1%	$60.07	27
2024-Q1	Increased	81,375	+368.0%	$5M	0.1%	$60.57	43
2023-Q4	Decreased	17,388	-24.1%	$5M	0.1%	$55.86	0
2023-Q3	Decreased	22,905	-2.6%	$6.2M	0.1%	$52.54	0
2023-Q2	Decreased	23,511	-6.0%	$6.6M	0.1%	$53.69	0
2023-Q1	Decreased	25,022	-14.0%	$6.8M	0.1%	$52.15	0
2022-Q4	Increased	29,081	+12.7%	$8.3M	0.1%	$54.69	37
2022-Q3	Increased	25,804	+41.9%	$6.5M	0.1%	$49.22	44
2022-Q2	Increased	18,179	+2.9%	$4.9M	0.1%	$51.65	28
2022-Q1	Decreased	17,674	-44.7%	$5.1M	0.1%	$55.70	0
2021-Q4	Increased	31,976	+5.4%	$9.6M	0.1%	$57.53	35
2021-Q3	Increased	30,345	+3.5%	$8.4M	0.1%	$52.97	34
2021-Q2	Decreased	29,308	-53.9%	$8M	0.1%	$51.85	0
2021-Q1	Increased	63,548	+345.5%	$8B	0.1%	$47.46	62
2020-Q4	Increased	14,265	+2.4%	$3.5M	0.1%	$45.91	27
2020-Q3	Increased	13,926	+10.8%	$3.2M	0.1%	$42.11	29
2020-Q2	Increased	12,565	+12.5%	$2.7M	0.1%	$39.64	30
2020-Q1	Decreased	11,165	-4.2%	$2.1M	0.1%	$35.18	0
2019-Q4	Increased	11,651	+13.0%	$2.5M	0.1%	$40.02	30
2019-Q3	Increased	10,307	+1.1%	$1.9M	0.1%	$34.75	26
2019-Q2	Increased	10,196	+99.0%	$2M	0.1%	$36.08	42
2019-Q1	New	5,123	-	$992,000	0.0%	$35.71	35

IYH30 quarters

IYH
30 quarters