Question 1

How many shares of IVV does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q1, Steward Partners Investment Advisory, LLC holds 702,876 shares of IVV (ISHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's IVV position worth?

Accepted Answer

As of 2026-Q1, Steward Partners Investment Advisory, LLC's IVV position is worth $459.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IVV?

Accepted Answer

In 2026-Q1, Steward Partners Investment Advisory, LLC increased their IVV position (+12.9% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IVV?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IVV in 2026-Q1. They have held the position across 29 quarters.