Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 63,969 shares of MTUM (ISHARES TR), worth $15.4M as of 2026-Q1. The position was decreased (-5.4% shares). MTUM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$15.4M
Current Shares
63,969
Total Value Change
+$11.3M
Total Shares Change
+43,310
Other major holders of MTUM: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 63,969 |
-5.4% |
| $15.4M |
| 0.1% |
| $247.01 |
0 |
| 2025-Q4 | Increased | 67,631 | +26.7% | $16.9M | 0.1% | $252.79 | 35 |
| 2025-Q3 | Increased | 53,366 | +7.0% | $13.7M | 0.1% | $254.95 | 30 |
| 2025-Q2 | Increased | 49,853 | +18.1% | $12M | 0.1% | $236.51 | 33 |
| 2025-Q1 | Increased | 42,223 | +11.4% | $8.5M | 0.1% | $199.43 | 31 |
| 2024-Q4 | Increased | 37,912 | +84.6% | $7.8M | 0.1% | $205.88 | 43 |
| 2024-Q3 | Decreased | 20,533 | -0.6% | $4.2M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Increased | 20,659 | +11.3% | $4M | 0.0% | $191.90 | 30 |