Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 555,676 shares of IYK (ISHARES TR), worth $38.9M as of 2026-Q1. The position was increased (+3.3% shares). IYK represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$38.9M
Current Shares
555,676
Total Value Change
+$37.6M
Total Shares Change
+535,902
Other major holders of IYK: Kestra Advisory Services, LLC, Dynasty Wealth Management, LLC, JPMORGAN CHASE & CO, HSBC HOLDINGS PLC
Increased |
| 555,676 |
+3.3% |
| $38.9M |
| 0.2% |
| $75.46 |
36 |
| 2025-Q4 | Increased | 538,120 | +10.8% | $36M | 0.2% | $67.34 | 38 |
| 2025-Q3 | Increased | 485,657 | +662.0% | $33.2M | 0.2% | $67.51 | 56 |
| 2025-Q2 | Increased | 63,735 | +1294.0% | $4.5M | 0.0% | $68.96 | 43 |
| 2025-Q1 | Decreased | 4,572 | -65.7% | $327,218 | 0.0% | $69.02 | 0 |
| 2024-Q4 | Decreased | 13,335 | -33.7% | $874,643 | 0.0% | $63.61 | 0 |
| 2024-Q3 | Increased | 20,107 | +1.7% | $1.4M | 0.0% | $68.11 | 26 |
| 2024-Q2 | Decreased | 19,774 | -28.9% | $1.3M | 0.0% | $63.07 | 0 |