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USXFUSXF
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 38,504 shares of USXF (ISHARES TR), worth $2.7M as of 2026-Q2. The position was increased (+8.0% shares). USXF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.7M

Current Shares

38,504

Total Value Change

+$2.6M

Total Shares Change

+36,514

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
38,504
+8.0%
$2.7M0.0%$69.45
28
2026-Q1
Decreased
35,668
-7.4%
$2M0.0%$57.49
0
2025-Q4
Decreased
38,537
-3.6%
$2.2M0.0%$58.16
0
2025-Q3
Decreased
39,998
-11.7%
$2.3M0.0%$56.84
0
2025-Q2
Decreased
45,315
-25.2%
$2.4M0.0%$53.29
0
2025-Q1
Increased
60,585
+3.1%
$2.8M0.0%$46.14
27
2024-Q4
Increased
58,757
+16.2%
$2.9M0.0%$49.47
30
2024-Q3
Increased
50,579
+3.5%
$2.5M0.0%$48.38
27
2024-Q2
Increased
48,870
+3.5%
$2.3M0.0%$45.84
27
2024-Q1
Decreased
47,201
-1.2%
$2.1M0.0%$44.35
0
2023-Q4
Increased
47,777
+11.7%
$1.9M0.0%$39.02
29
2023-Q3
Increased
42,783
+10.5%
$1.5M0.0%$33.82
28
2023-Q2
Increased
38,731
+6.8%
$1.4M0.0%$34.60
27
2023-Q1
Increased
36,259
+21.9%
$1.2M0.0%$31.65
30
2022-Q4
Increased
29,747
+36.4%
$912,0430.0%$29.64
32
2022-Q3
Decreased
21,810
-1.0%
$611,0000.0%$27.28
0
2022-Q2
Decreased
22,032
-16.6%
$658,0000.0%$28.80
0
2022-Q1
Increased
26,402
+140.0%
$942,0000.0%$34.68
40
2021-Q4
Decreased
11,001
-0.8%
$434,0000.0%$37.62
0
2021-Q3
Increased
11,086
+69.0%
$400,0000.0%$34.70
35
2021-Q2
Decreased
6,559
-54.5%
$238,0000.0%$34.45
0
2021-Q1
Increased
14,424
+624.8%
$239.4M0.0%$31.09
50
2020-Q4
New
1,990
-
$62,0000.0%$29.38
29

Other major holders of USXF: ENVESTNET ASSET MANAGEMENT INC

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