Stegner Investment Associates Inc. Ishares Russell 2000 ETF Transaction History

Stegner Investment Associates Inc.

  • $182 Million
  • Q3 2025

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 2,141 shares of IWM stock, worth $508,444. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,141
Previous 1,905 12.39%
Holding current value
$508,444
Previous $411,000 26.03%
% of portfolio
0.28%
Previous 0.25%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$214.92 - $244.84 $50,721 - $57,782
236 Added 12.39%
2,141 $518,000
Q2 2024

Jul 23, 2024
SELL
$192.84 - $209.44 $47,052 - $51,103
-244 Reduced 11.35%
1,905 $386,000
Q1 2024

Apr 22, 2024
SELL
$189.48 - $210.3 $91,708 - $101,785
-484 Reduced 18.38%
2,149 $451,000
Q4 2023

Feb 08, 2024
SELL
$162.21 - $204.82 $169,022 - $213,422
-1,042 Reduced 28.35%
2,633 $528,000
Q3 2023

Oct 18, 2023
BUY
$174.36 - $198.71 $1,046 - $1,192
6 Added 0.16%
3,675 $649,000
Q2 2023

Jul 19, 2023
SELL
$170.4 - $187.93 $187,269 - $206,535
-1,099 Reduced 23.05%
3,669 $687,000
Q4 2022

Feb 06, 2023
SELL
$166.81 - $188.05 $5,671 - $6,393
-34 Reduced 0.71%
4,768 $831,000
Q3 2022

Nov 01, 2022
SELL
$164.17 - $201.07 $238,867 - $292,556
-1,455 Reduced 23.25%
4,802 $823,000
Q2 2022

Jul 22, 2022
SELL
$163.9 - $207.91 $57,201 - $72,560
-349 Reduced 5.28%
6,257 $1.06 Million
Q1 2022

Apr 20, 2022
SELL
$191.52 - $225.32 $1.45 Million - $1.7 Million
-7,564 Reduced 53.38%
6,606 $1.36 Million
Q4 2021

Feb 09, 2022
SELL
$212.12 - $242.56 $1.54 Million - $1.76 Million
-7,263 Reduced 33.89%
14,170 $3.15 Million
Q3 2021

Apr 19, 2022
SELL
$211.73 - $231.39 $444,633 - $485,919
-2,100 Reduced 8.92%
21,433 $4.69 Million
Q2 2021

Apr 19, 2022
SELL
$211.85 - $232.89 $477,298 - $524,701
-2,253 Reduced 8.74%
23,533 $5.4 Million
Q1 2021

Apr 19, 2022
SELL
$193.5 - $234.42 $1.02 Million - $1.23 Million
-5,266 Reduced 16.96%
25,786 $5.7 Million
Q4 2020

Apr 19, 2022
SELL
$152.18 - $199.14 $135,896 - $177,832
-893 Reduced 2.8%
31,052 $6.09 Million
Q3 2020

Apr 18, 2022
BUY
$139.07 - $158.46 $4.44 Million - $5.06 Million
31,945 New
31,945 $4.79 Million

Others Institutions Holding IWM

# of Institutions
3,026
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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