Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 15,153 shares of IYM (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYM position is worth $2.7M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their IYM position (+0.4% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	15,153	+0.4%	$2.7M	0.0%	$179.53	26
2026-Q1	Increased	15,094	+113.1%	$2.7M	0.0%	$183.37	42
2025-Q4	Increased	7,082	+0.0%	$1.1M	0.0%	$155.48	25
2025-Q3	Increased	7,081	+3.1%	$1M	0.0%	$146.86	26
2025-Q2	Increased	6,870	+3.7%	$961,930	0.0%	$138.12	26
2025-Q1	Decreased	6,627	-4.1%	$893,320	0.0%	$132.39	0
2024-Q4	Increased	6,910	+6.5%	$897,816	0.0%	$127.09	27
2024-Q3	Decreased	6,490	-0.5%	$974,509	0.0%	$148.16	0
2024-Q2	Decreased	6,524	-0.6%	$913,425	0.0%	$136.64	0
2024-Q1	Decreased	6,561	-4.1%	$969,257	0.0%	$143.67	0
2023-Q4	Decreased	6,839	-48.9%	$944,876	0.0%	$133.94	0
2023-Q3	Decreased	13,370	-8.2%	$1.7M	0.0%	$121.82	0
2023-Q2	Increased	14,565	+0.7%	$1.9M	0.0%	$126.35	26
2023-Q1	Increased	14,469	+3.9%	$1.9M	0.0%	$124.82	27
2022-Q4	Decreased	13,920	-19.4%	$1.7M	0.0%	$118.71	0
2022-Q3	Increased	17,270	+13.9%	$1.9M	0.0%	$102.53	29
2022-Q2	Decreased	15,156	-28.4%	$1.8M	0.0%	$112.09	0
2022-Q1	Decreased	21,160	-43.3%	$3.2M	0.0%	$140.76	0
2021-Q4	Increased	37,301	+1.1%	$5.2M	0.1%	$130.05	27
2021-Q3	Increased	36,879	+3.9%	$4.6M	0.1%	$117.15	28
2021-Q2	Decreased	35,512	-49.1%	$4.6M	0.1%	$120.06	0
2021-Q1	Increased	69,832	+391.3%	$4.4B	0.1%	$115.85	51
2020-Q4	Increased	14,214	+1477.6%	$1.6M	0.0%	$103.82	41
2020-Q3	Increased	901	+801.0%	$89,000	0.0%	$89.32	35
2020-Q2	Unchanged	100	0.0%	$9,000	0.0%	$80.00	0
2020-Q1	Unchanged	100	0.0%	$6,000	0.0%	$63.45	0
2019-Q4	Unchanged	100	0.0%	$9,000	0.0%	$87.66	0
2019-Q3	Unchanged	100	0.0%	$9,000	0.0%	$82.01	0
2019-Q2	New	100	-	$9,000	0.0%	$84.60	23

IYM29 quarters

IYM
29 quarters