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MCHIMCHI
Showing 8 of 29 quarters

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

Steward Partners Investment Advisory, LLC holds 6,490 shares of MCHI (ISHARES TR), worth $331,152 as of 2026-Q2. The position was decreased (-0.6% shares). MCHI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$331,152

Current Shares

6,490

Total Value Change

-$26,083

Total Shares Change

-527

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6,490
-0.6%
$331,1520.0%$51.03
0
2026-Q1
Increased
6,529
+0.0%
$366,7990.0%$56.90
24
2025-Q4
Decreased
6,528
-23.6%
$392,1370.0%$60.58
0
2025-Q3
Decreased
8,548
-56.3%
$562,8860.0%$64.74
0
2025-Q2
Decreased
19,540
-83.7%
$1.1M0.0%$54.51
0
2025-Q1
Increased
119,993
+1341.0%
$6.5M0.1%$53.38
44
2024-Q4
Increased
8,327
+18.7%
$390,2030.0%$45.93
28
2024-Q3
Decreased
7,017
-1.5%
$357,2350.0%$48.95
0

Other major holders of MCHI: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, UBS Group AG, BlackRock, Inc.

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