IAA
STEW

Independent Advisor Alliance’s SRH Total Return Fund STEW Stock Holding History

Independent Advisor Alliance’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-91,325
Closed -$1.46M – 1305
2024
Q4 		$1.46M Buy
+91,325
New +$1.46M 0.02% 608
2020
Q1 		– Sell
-149,776
Closed -$1.77M – 789
2019
Q4 		$1.77M Buy
+149,776
New +$1.77M 0.08% 260