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IYKIYK
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 214,283 shares of IYK (ISHARES TR), worth $15.6M as of 2026-Q2. The position was decreased (-61.4% shares). IYK represents 0.1% of Steward Partners Investment Advisory, LLC's 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, JPMORGAN CHASE & CO, HSBC HOLDINGS PLC

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