Stegner Investment Associates Inc. Ishares Russell 1000 Val ETF Transaction History

Stegner Investment Associates Inc.

$143 Million
Q1 2025

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 26,573 shares of IWD stock, worth $5 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

26,573

Previous 26,570 0.01%

Holding current value

$5 Million

Previous $4.92 Million 1.65%

% of portfolio

3.5%

Previous 3.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$182.82 - $196.21 $548 - $588	3 Added 0.01%	26,573 $5 Million
Q4 2024 Feb 06, 2025	BUY	$183.23 - $199.79 $549 - $599	3 Added 0.01%	26,570 $4.92 Million
Q3 2024 Oct 11, 2024	BUY	$173.36 - $189.8 $520 - $569	3 Added 0.01%	26,567 $5.04 Million
Q2 2024 Jul 23, 2024	BUY	$169.4 - $179.05 $338 - $358	2 Added 0.01%	26,564 $4.63 Million
Q1 2024 Apr 22, 2024	BUY	$161.84 - $179.11 $485 - $537	3 Added 0.01%	26,562 $4.76 Million
Q4 2023 Feb 08, 2024	BUY	$143.69 - $165.7 $3,879 - $4,473	27 Added 0.1%	26,559 $4.39 Million
Q2 2023 Jul 19, 2023	SELL	$148.55 - $157.83 $24,362 - $25,884	-164 Reduced 0.61%	26,532 $4.19 Million
Q1 2023 Apr 24, 2023	BUY	$145.2 - $161.56 $3,049 - $3,392	21 Added 0.08%	26,696 $4.06 Million
Q4 2022 Feb 06, 2023	BUY	$136.78 - $158.99 $658,869 - $765,854	4,817 Added 22.04%	26,675 $4.05 Million
Q3 2022 Nov 01, 2022	SELL	$135.99 - $161.15 $145,237 - $172,108	-1,068 Reduced 4.66%	21,858 $3.07 Million
Q2 2022 Jul 22, 2022	BUY	$140.99 - $168.41 $78,390 - $93,635	556 Added 2.49%	22,926 $3.32 Million
Q4 2021 Feb 09, 2022	BUY	$157.12 - $168.08 $143,293 - $153,288	912 Added 4.25%	22,370 $3.76 Million
Q2 2021 Apr 19, 2022	SELL	$152.86 - $162.4 $23,540 - $25,009	-154 Reduced 0.71%	21,458 $3.4 Million
Q1 2021 Apr 19, 2022	SELL	$134.89 - $153.0 $26,573 - $30,141	-197 Reduced 0.9%	21,612 $3.28 Million
Q3 2020 Apr 18, 2022	BUY	$111.27 - $124.26 $2.43 Million - $2.71 Million	21,809 New	21,809 $2.58 Million

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stegner Investment Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegner Investment Associates Inc. with notifications on news.

Account

Stegner Investment Associates Inc. Ishares Russell 1000 Val ETF Transaction History