Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 72,657 shares of IYW (ISHARES TR), worth $14.5M as of 2025-Q4. The position was increased (++9.6% shares). IYW represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$14.5M
Current Shares
72,657
Total Value Change
+$2.9M
Total Shares Change
-4,226
Other major holders of IYW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
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 |