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IYYIYY
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES DOW JONES U.S. ETF

Steward Partners Investment Advisory, LLC holds 15,225 shares of IYY (ISHARES DOW JONES U.S. ETF), worth $2.8M as of 2026-Q2. The position was decreased (-2.0% shares). IYY represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.8M

Current Shares

15,225

Total Value Change

+$1M

Total Shares Change

+2,857

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
15,225
-2.0%
$2.8M0.0%$182.28
0
2026-Q1
Decreased
15,532
-3.9%
$2.5M0.0%$165.52
0
2025-Q4
Increased
16,155
+24.2%
$2.7M0.0%$167.06
32
2025-Q3
Increased
13,009
+3.4%
$2.1M0.0%$161.42
27
2025-Q2
Unchanged
12,585
0.0%
$1.9M0.0%$149.22
0
2025-Q1
Increased
12,585
+3.2%
$1.7M0.0%$134.35
27
2024-Q4
Decreased
12,196
-1.4%
$1.7M0.0%$142.16
0
2024-Q3
Increased
12,368
+1.1%
$1.7M0.0%$137.24
26

Other major holders of IYY: MORGAN STANLEY

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