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Showing 8 of 23 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ARK ETF TR

Steward Partners Investment Advisory, LLC holds 1,697 shares of IZRL (ARK ETF TR), worth $51,553 as of 2026-Q2. The position was increased (+143.5% shares). IZRL represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$51,553

Current Shares

1,697

Total Value Change

+$42,718

Total Shares Change

+1,251

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1,697
+143.5%
$51,5530.0%$30.38
33
2026-Q1
Unchanged
697
0.0%
$18,7650.0%$28.29
0
2025-Q4
Increased
697
+31.5%
$20,8360.0%$29.96
24
2025-Q3
Increased
530
+15.2%
$15,4340.0%$28.45
21
2025-Q2
Increased
460
+9.5%
$12,4980.0%$26.00
19
2025-Q1
Unchanged
420
0.0%
$9,0090.0%$21.25
0
2024-Q4
Decreased
420
-5.8%
$9,4040.0%$21.67
0
2024-Q3
Unchanged
446
0.0%
$8,8350.0%$19.18
0

Other major holders of IZRL: JANE STREET GROUP, LLC, Allianz Asset Management GmbH

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