Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 41,037 shares of IYJ (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYJ position is worth $6.8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their IYJ position (+5.5% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IYJ in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	41,037	+5.5%	$6.8M	0.0%	$166.65	29
2026-Q1	Increased	38,915	+17.9%	$5.7M	0.0%	$159.26	32
2025-Q4	Increased	33,016	+0.8%	$4.9M	0.0%	$149.58	27
2025-Q3	Increased	32,767	+6.2%	$4.8M	0.0%	$144.92	29
2025-Q2	Increased	30,854	+438.2%	$4.4M	0.0%	$140.89	43
2025-Q1	Decreased	5,733	-15.4%	$746,346	0.0%	$128.25	0
2024-Q4	Decreased	6,778	-0.6%	$905,022	0.0%	$132.45	0
2024-Q3	Increased	6,821	+0.8%	$911,785	0.0%	$131.82	25
2024-Q2	Increased	6,764	+46.1%	$807,910	0.0%	$117.83	34
2024-Q1	Increased	4,628	+67.9%	$581,775	0.0%	$123.74	36
2023-Q4	Increased	2,756	+18.8%	$315,133	0.0%	$112.35	28
2023-Q3	Decreased	2,319	-1.1%	$233,936	0.0%	$98.81	0
2023-Q2	Decreased	2,344	-2.5%	$248,528	0.0%	$102.64	0
2023-Q1	Increased	2,405	+19.7%	$240,917	0.0%	$96.17	27
2022-Q4	Increased	2,009	+1.4%	$193,779	0.0%	$93.67	23
2022-Q3	Decreased	1,982	-31.1%	$166,000	0.0%	$81.99	0
2022-Q2	Unchanged	2,875	0.0%	$253,000	0.0%	$85.45	0
2022-Q1	Decreased	2,875	-51.4%	$303,000	0.0%	$103.13	0
2021-Q4	Increased	5,916	+8.8%	$667,000	0.0%	$108.21	27
2021-Q3	Decreased	5,436	-5.8%	$583,000	0.0%	$104.48	0
2021-Q2	Decreased	5,773	-51.2%	$641,000	0.0%	$105.85	0
2021-Q1	Decreased	11,830	-52.7%	$625.8M	0.0%	$100.99	0
2020-Q4	Increased	25,010	+233.6%	$2.4M	0.1%	$92.07	42
2020-Q3	Increased	7,498	+8.5%	$1.3M	0.0%	$79.44	28
2020-Q2	Increased	6,912	+3.2%	$1M	0.0%	$70.71	26
2020-Q1	Increased	6,697	+63.9%	$831,000	0.0%	$59.55	36
2019-Q4	Increased	4,086	+35.3%	$685,000	0.0%	$78.73	32
2019-Q3	Increased	3,020	+32.2%	$479,000	0.0%	$74.10	31
2019-Q2	New	2,284	-	$361,000	0.0%	$73.97	33

IYJ29 quarters

IYJ
29 quarters