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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 21,564 shares of SMMV (ISHARES TR), worth $992,787 as of 2026-Q2. The position was decreased (-30.6% shares). SMMV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$992,787

Current Shares

21,564

Total Value Change

-$125,735

Total Shares Change

-5,851

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,564
-30.6%
$992,7870.0%$46.04
0
2026-Q1
Increased
31,089
+3.9%
$1.4M0.0%$45.99
26
2025-Q4
Increased
29,912
+10.9%
$1.3M0.0%$43.61
28
2025-Q3
Increased
26,972
+0.7%
$1.2M0.0%$42.65
25
2025-Q2
Decreased
26,794
0.0%
$1.1M0.0%$41.58
0
2025-Q1
Decreased
26,795
-1.2%
$1.1M0.0%$40.73
0
2024-Q4
Decreased
27,117
-1.1%
$1.1M0.0%$40.63
0
2024-Q3
Decreased
27,415
-28.3%
$1.1M0.0%$39.65
0

Other major holders of SMMV: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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