Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 666,308 shares of USMV (ISHARES TR), worth $62.7M as of 2025-Q4. The position was decreased (-5.4% shares). USMV represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$62.7M
Current Shares
666,308
Total Value Change
+$17.5M
Total Shares Change
+127,097
Other major holders of USMV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 666,308 |
-5.4% |
| $62.7M |
| 0.3% |
| $94.95 |
0 |
| 2025-Q3 | Increased | 704,580 | +0.6% | $67M | 0.4% | $94.33 | 35 |
| 2025-Q2 | Increased | 700,707 | +7.9% | $65.8M | 0.5% | $92.27 | 45 |
| 2025-Q1 | Increased | 649,460 | +2.7% | $60.8M | 0.5% | $91.68 | 43 |
| 2024-Q4 | Increased | 632,233 | +2.8% | $56.1M | 0.5% | $87.40 | 36 |
| 2024-Q3 | Increased | 614,976 | +14.1% | $56.2M | 0.5% | $89.30 | 47 |
| 2024-Q2 | Decreased | 539,211 | -0.3% | $45.3M | 0.5% | $81.96 | 0 |