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

Steward Partners Investment Advisory, LLC holds 45,110 shares of SCZ (ISHARES TR), worth $3.7M as of 2026-Q2. The position was increased (+25.4% shares). SCZ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3.7M

Current Shares

45,110

Total Value Change

+$1.6M

Total Shares Change

+14,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,110
+25.4%
$3.7M0.0%$82.27
33
2026-Q1
Increased
35,966
+22.1%
$2.8M0.0%$77.33
32
2025-Q4
Increased
29,456
+2.2%
$2.3M0.0%$76.46
27
2025-Q3
Decreased
28,831
-4.1%
$2.2M0.0%$74.22
0
2025-Q2
Decreased
30,072
-1.8%
$2.2M0.0%$70.31
0
2025-Q1
Increased
30,623
+0.5%
$1.9M0.0%$60.54
26
2024-Q4
Decreased
30,481
-0.8%
$1.9M0.0%$57.89
0
2024-Q3
Decreased
30,733
-5.9%
$2.1M0.0%$63.26
0

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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