Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 56,719 shares of IYW (ISHARES TR), worth $10.3M as of 2026-Q1. The position was decreased (-21.9% shares). IYW represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$10.3M
Current Shares
56,719
Total Value Change
-$1.3M
Total Shares Change
-20,164
Other major holders of IYW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 56,719 |
-21.9% |
| $10.3M |
| 0.1% |
| $188.91 |
0 |
| 2025-Q4 | Increased | 72,657 | +9.6% | $14.5M | 0.1% | $201.51 | 31 |
| 2025-Q3 | Decreased | 66,294 | -32.6% | $13M | 0.1% | $194.88 | 0 |
| 2025-Q2 | Increased | 98,383 | +19.8% | $17M | 0.1% | $171.67 | 40 |
| 2025-Q1 | Increased | 82,093 | +8.2% | $11.5M | 0.1% | $140.50 | 36 |
| 2024-Q4 | Increased | 75,881 | +4.5% | $12.1M | 0.1% | $160.74 | 35 |
| 2024-Q3 | Decreased | 72,624 | -5.5% | $11M | 0.1% | $150.70 | 0 |
| 2024-Q2 | Decreased | 76,883 | -0.6% | $11.6M | 0.1% | $150.09 | 0 |