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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 287,652 shares of USIG (ISHARES TR), worth $14.8M as of 2026-Q2. The position was increased (+7.1% shares). USIG represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$14.8M

Current Shares

287,652

Total Value Change

+$980,629

Total Shares Change

+25,708

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
287,652
+7.1%
$14.8M0.1%$50.88
30
2026-Q1
Increased
268,496
+0.8%
$13.8M0.1%$50.22
28
2025-Q4
Increased
266,297
+3.7%
$13.8M0.1%$50.36
29
2025-Q3
Increased
256,818
+1.7%
$13.4M0.1%$50.01
28
2025-Q2
Increased
252,553
+4.3%
$13M0.1%$48.69
35
2025-Q1
Increased
242,084
+3.7%
$12.4M0.1%$47.80
35
2024-Q4
Decreased
233,497
-10.9%
$11.7M0.1%$46.69
0
2024-Q3
Increased
261,944
+0.8%
$13.8M0.1%$48.09
34

Other major holders of USIG: BANK OF AMERICA CORP /DE/, UBS Group AG

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