Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 101,108 shares of SHV (ISHARES TR), worth $11.2M as of 2026-Q1. The position was increased (+15.7% shares). SHV represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$11.2M
Current Shares
101,108
Total Value Change
-$18.3M
Total Shares Change
-165,811
Other major holders of SHV: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, BANQUE PICTET & CIE SA
Increased |
| 101,108 |
+15.7% |
| $11.2M |
| 0.1% |
| $110.11 |
32 |
| 2025-Q4 | Decreased | 87,390 | -21.9% | $9.6M | 0.1% | $109.78 | 0 |
| 2025-Q3 | Decreased | 111,905 | -41.0% | $12.4M | 0.1% | $108.70 | 0 |
| 2025-Q2 | Decreased | 189,762 | -24.5% | $21M | 0.2% | $107.52 | 0 |
| 2025-Q1 | Increased | 251,422 | +48.0% | $27.8M | 0.2% | $106.43 | 47 |
| 2024-Q4 | Decreased | 169,840 | -33.5% | $18.7M | 0.2% | $105.37 | 0 |
| 2024-Q3 | Decreased | 255,453 | -4.3% | $28.3M | 0.3% | $104.19 | 0 |
| 2024-Q2 | Increased | 266,919 | +4.6% | $29.5M | 0.3% | $102.73 | 36 |