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IYTIYT
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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 2,669 shares of IYT (ISHARES TR), worth $231,558 as of 2026-Q2. The position was increased (+10.4% shares). IYT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$231,558

Current Shares

2,669

Total Value Change

-$1M

Total Shares Change

-15,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,669
+10.4%
$231,5580.0%$86.75
25
2026-Q1
Decreased
2,418
-86.6%
$180,3830.0%$81.61
0
2025-Q4
Increased
18,029
+0.2%
$1.3M0.0%$74.92
25
2025-Q3
Increased
17,997
+1.4%
$1.3M0.0%$72.18
26
2025-Q2
Decreased
17,739
-3.3%
$1.2M0.0%$68.10
0
2025-Q1
Increased
18,341
+5.0%
$1.2M0.0%$63.18
27
2024-Q4
Decreased
17,461
-5.8%
$1.2M0.0%$66.91
0
2024-Q3
Decreased
18,535
-3.6%
$1.3M0.0%$67.82
0

Other major holders of IYT: JPMORGAN CHASE & CO, MENORA MIVTACHIM HOLDINGS LTD., BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC

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