Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

SYSBSYSB
Showing 5 of 23 quarters

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

Steward Partners Investment Advisory, LLC holds 9,714 shares of SYSB (ISHARES TR), worth $861,749 as of 2026-Q2. The position was increased (+4.1% shares). SYSB represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$861,749

Current Shares

9,714

Total Value Change

+$859,996

Total Shares Change

+9,694

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,714
+4.1%
$861,7490.0%$87.67
26
2026-Q1
Increased
9,335
+17.0%
$830,8450.0%$86.94
29
2025-Q4
New
7,979
-
$716,1910.0%$87.04
34
2025-Q2
Exited
0
-100.0%
$00.0%$83.67
0
2025-Q1
New
20
-
$1,7530.0%$81.68
17

Other major holders of SYSB: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used