Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 288,830 shares of QUAL (ISHARES TR), worth $57.4M as of 2025-Q4. The position was decreased (-9.5% shares). QUAL represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$57.4M
Current Shares
288,830
Total Value Change
+$8.2M
Total Shares Change
+742
Other major holders of QUAL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
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 |