Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 50,749 shares of IYW (ISHARES USTECHNOLOGY ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's IYW position is worth $12.8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their IYW position (-10.5% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IYW in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	50,749	-10.5%	$12.8M	0.1%	$252.23	0
2026-Q1	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
2024-Q1	Increased	77,360	+6.0%	$10.4M	0.1%	$134.62	35
2023-Q4	Increased	73,002	+0.6%	$9M	0.1%	$122.27	33
2023-Q3	Decreased	72,547	-14.4%	$7.6M	0.1%	$104.18	0
2023-Q2	Decreased	84,746	-5.8%	$9.2M	0.1%	$106.48	0
2023-Q1	Increased	89,937	+25.9%	$8.3M	0.1%	$90.47	41
2022-Q4	Increased	71,412	+86.9%	$5.3M	0.1%	$73.77	42
2022-Q3	Increased	38,210	+13.8%	$2.8M	0.1%	$73.85	30
2022-Q2	Decreased	33,561	-17.4%	$2.7M	0.0%	$80.15	0
2022-Q1	Decreased	40,628	-22.1%	$4.2M	0.1%	$103.35	0
2021-Q4	Decreased	52,118	-2.1%	$6M	0.1%	$113.97	0
2021-Q3	Decreased	53,262	-3.0%	$5.4M	0.1%	$100.15	0
2021-Q2	Decreased	54,891	-66.3%	$5.5M	0.1%	$98.18	0
2021-Q1	Increased	162,790	+238.2%	$7.1B	0.1%	$84.66	62
2020-Q4	Increased	48,132	+269.5%	$4.1M	0.1%	$83.56	43
2020-Q3	Decreased	13,026	-4.1%	$3.9M	0.1%	$73.31	0
2020-Q2	Increased	13,584	+55.8%	$3.7M	0.1%	$64.79	45
2020-Q1	Decreased	8,720	-5.3%	$1.8M	0.1%	$50.69	0
2019-Q4	Increased	9,204	+13.2%	$2.1M	0.1%	$56.54	29
2019-Q3	Decreased	8,132	-37.7%	$1.7M	0.1%	$49.22	0
2019-Q2	Increased	13,054	+44.2%	$2.6M	0.1%	$48.04	35
2019-Q1	New	9,054	-	$1.7M	0.1%	$46.16	36

IYW30 quarters

IYW
30 quarters