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IYKIYK
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in Ishares Tr Dow Jones US Consum

Yes. Steward Partners Investment Advisory holds 214,283 shares of IYK, worth $15.6M, as of its Q2 2026 13F filing. It reduced the position by 341,393 shares (-61.4%) from Q1 2026. Steward Partners Investment Advisory has held IYK in every 13F on record since Q1 2019, 30 quarterly filings. IYK is 0.1% of Steward Partners Investment Advisory's reported 13F portfolio.

Current Value

$15.6M

Current Shares

214,283

Total Value Change

+$14.2M

Total Shares Change

+194,176

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
214,283
-61.4%
$15.6M0.1%$72.66
0
2026-Q1
Increased
555,676
+3.3%
$38.9M0.2%$75.46
36
2025-Q4
Increased
538,120
+10.8%
$36M0.2%$67.34
38
2025-Q3
Increased
485,657
+662.0%
$33.2M0.2%$67.51
56
2025-Q2
Increased
63,735
+1294.0%
$4.5M0.0%$68.96
43
2025-Q1
Decreased
4,572
-65.7%
$327,2180.0%$69.02
0
2024-Q4
Decreased
13,335
-33.7%
$874,6430.0%$63.61
0
2024-Q3
Increased
20,107
+1.7%
$1.4M0.0%$68.11
26

Other major holders of IYK: Dynasty Wealth Management, LLC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO

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