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SUSASUSA
Showing 8 of 29 quarters

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

Steward Partners Investment Advisory, LLC holds 21,755 shares of SUSA (ISHARES TR), worth $3.4M as of 2026-Q2. The position was decreased (-2.3% shares). SUSA represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3.4M

Current Shares

21,755

Total Value Change

-$4.4M

Total Shares Change

-42,867

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,755
-2.3%
$3.4M0.0%$154.30
0
2026-Q1
Increased
22,274
+1.9%
$2.9M0.0%$138.48
27
2025-Q4
Decreased
21,860
-21.5%
$3M0.0%$140.52
0
2025-Q3
Unchanged
27,851
0.0%
$3.8M0.0%$134.85
0
2025-Q2
Decreased
27,851
-2.7%
$3.5M0.0%$125.34
0
2025-Q1
Decreased
28,630
-54.3%
$3.3M0.0%$113.33
0
2024-Q4
Decreased
62,601
-3.1%
$7.6M0.1%$120.79
0
2024-Q3
Decreased
64,622
-6.0%
$7.8M0.1%$118.41
0

Other major holders of SUSA: Varma Mutual Pension Insurance Co, BANK OF AMERICA CORP /DE/

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