Stegner Investment Associates Inc. Ishares Russell2000 Val ETF Transaction History

Stegner Investment Associates Inc.

  • $143 Million
  • Q1 2025

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 3,831 shares of IWN stock, worth $586,181. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,831
Previous 4,367 12.27%
Holding current value
$586,181
Previous $716,000 19.27%
% of portfolio
0.4%
Previous 0.47%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$149.27 - $169.4 $80,008 - $90,798
-536 Reduced 12.27%
3,831 $578,000
Q4 2024

Feb 06, 2025
SELL
$162.69 - $181.35 $16,757 - $18,679
-103 Reduced 2.3%
4,367 $716,000
Q3 2024

Oct 11, 2024
SELL
$150.05 - $171.34 $13,504 - $15,420
-90 Reduced 1.97%
4,470 $745,000
Q1 2024

Apr 22, 2024
SELL
$145.61 - $158.81 $53,730 - $58,600
-369 Reduced 7.49%
4,560 $724,000
Q4 2023

Feb 08, 2024
SELL
$125.51 - $158.2 $233,448 - $294,252
-1,860 Reduced 27.4%
4,929 $765,000
Q3 2023

Oct 18, 2023
SELL
$133.8 - $151.24 $28,633 - $32,365
-214 Reduced 3.06%
6,789 $920,000
Q1 2023

Apr 24, 2023
SELL
$130.78 - $156.96 $33,610 - $40,338
-257 Reduced 3.54%
7,003 $959,000
Q4 2022

Feb 06, 2023
SELL
$131.32 - $149.64 $73,801 - $84,097
-562 Reduced 7.18%
7,260 $1.01 Million
Q2 2022

Jul 22, 2022
SELL
$134.47 - $162.71 $25,011 - $30,264
-186 Reduced 2.32%
7,822 $1.07 Million
Q1 2022

Apr 20, 2022
SELL
$151.25 - $169.21 $89,086 - $99,664
-589 Reduced 6.85%
8,008 $1.29 Million
Q4 2021

Feb 09, 2022
SELL
$157.31 - $176.88 $299,675 - $336,956
-1,905 Reduced 18.14%
8,597 $1.43 Million
Q3 2021

Apr 19, 2022
SELL
$152.99 - $167.43 $14,228 - $15,570
-93 Reduced 0.88%
10,502 $1.68 Million
Q2 2021

Apr 19, 2022
SELL
$156.91 - $173.97 $76,572 - $84,897
-488 Reduced 4.4%
10,595 $1.76 Million
Q1 2021

Apr 19, 2022
SELL
$130.0 - $169.53 $20,540 - $26,785
-158 Reduced 1.41%
11,083 $1.77 Million
Q4 2020

Apr 19, 2022
SELL
$100.9 - $132.3 $403 - $529
-4 Reduced 0.04%
11,241 $1.48 Million
Q3 2020

Apr 18, 2022
BUY
$91.58 - $108.28 $1.03 Million - $1.22 Million
11,245 New
11,245 $1.12 Million

Others Institutions Holding IWN

# of Institutions
1,098
Shares Held
59.9M
Call Options Held
453K
Put Options Held
29.6K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Stegner Investment Associates Inc. Portfolio

Follow Stegner Investment Associates Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email