Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 289,121 shares of QUAL (ISHARES TR), worth $55.5M as of 2026-Q1. The position was increased (+0.1% shares). QUAL represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$55.5M
Current Shares
289,121
Total Value Change
+$6.3M
Total Shares Change
+1,033
Other major holders of QUAL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 289,121 |
+0.1% |
| $55.5M |
| 0.3% |
| $202.29 |
35 |
| 2025-Q4 | Decreased | 288,830 | -9.5% | $57.4M | 0.3% | $200.10 | 0 |
| 2025-Q3 | Decreased | 319,014 | -2.0% | $62M | 0.4% | $192.77 | 0 |
| 2025-Q2 | Increased | 325,622 | +9.7% | $59.5M | 0.5% | $180.59 | 39 |
| 2025-Q1 | Decreased | 296,762 | -4.1% | $50.7M | 0.4% | $168.31 | 0 |
| 2024-Q4 | Increased | 309,532 | +2.5% | $55.1M | 0.5% | $176.81 | 36 |
| 2024-Q3 | Increased | 301,912 | +4.8% | $54.1M | 0.5% | $176.39 | 43 |
| 2024-Q2 | Increased | 288,088 | +0.8% | $49.2M | 0.5% | $168.05 | 41 |