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XJHXJH
11 quarters

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

Steward Partners Investment Advisory, LLC holds 24,054 shares of XJH (ISHARES TR), worth $1.3M as of 2026-Q2. The position was decreased (-5.6% shares). XJH represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.3M

Current Shares

24,054

Total Value Change

+$1.2M

Total Shares Change

+23,272

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
24,054
-5.6%
$1.3M0.0%$52.15
0
2026-Q1
Decreased
25,483
-1.6%
$1.2M0.0%$47.88
0
2025-Q4
Decreased
25,892
-14.2%
$1.2M0.0%$45.13
0
2025-Q3
Decreased
30,158
-2.0%
$1.3M0.0%$43.50
0
2025-Q2
Increased
30,771
+2.3%
$1.3M0.0%$41.29
26
2025-Q1
Decreased
30,090
-44.5%
$1.2M0.0%$38.63
0
2024-Q4
Decreased
54,182
-6.7%
$2.3M0.0%$41.27
0
2024-Q3
Increased
58,046
+3.9%
$2.5M0.0%$41.51
27
2024-Q2
Increased
55,850
+2.5%
$2.2M0.0%$38.76
27
2024-Q1
Increased
54,510
+6870.6%
$2.2M0.0%$40.14
42
2023-Q4
New
782
-
$29,5010.0%$36.78
27

Other major holders of XJH: BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC

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