Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 40,911 shares of SOXX (ISHARES TR), worth $12.3M as of 2025-Q4. The position was increased (++3.8% shares). SOXX represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$12.3M
Current Shares
40,911
Total Value Change
+$9.4M
Total Shares Change
+29,013
Other major holders of SOXX: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 40,911 |
+3.8% |
| $12.3M |
| 0.1% |
| $304.92 |
29 |
| 2025-Q3 | Increased | 39,427 | +7.7% | $10.7M | 0.1% | $268.54 | 30 |
| 2025-Q2 | Increased | 36,611 | +268.5% | $8.7M | 0.1% | $238.01 | 44 |
| 2025-Q1 | Decreased | 9,935 | -21.2% | $1.9M | 0.0% | $187.60 | 0 |
| 2024-Q4 | Increased | 12,606 | +28.4% | $2.7M | 0.0% | $215.76 | 33 |
| 2024-Q3 | Decreased | 9,821 | -17.5% | $2.3M | 0.0% | $230.69 | 0 |
| 2024-Q2 | Decreased | 11,898 | -2.8% | $2.9M | 0.0% | $243.92 | 0 |