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JXIJXI
6 quarters

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

Steward Partners Investment Advisory, LLC holds 8,388 shares of JXI (ISHARES TR), worth $712,723 as of 2026-Q2. The position was increased (+4.5% shares). JXI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$712,723

Current Shares

8,388

Total Value Change

-$269.2M

Total Shares Change

-522

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,388
+4.5%
$712,7230.0%$84.97
26
2026-Q1
Increased
8,025
+1.9%
$692,8390.0%$87.04
25
2025-Q4
Increased
7,876
+8.7%
$619,4420.0%$79.04
27
2025-Q3
New
7,246
-
$562,7240.0%$76.53
34
2021-Q2
Exited
0
-100.0%
$00.0%$52.00
0
2021-Q1
New
8,910
-
$269.9M0.0%$51.60
43

Other major holders of JXI: ASSETMARK, INC, LPL Financial LLC, MORGAN STANLEY, Federation des caisses Desjardins du Quebec

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