Stegner Investment Associates Inc. Ishares Russell Midcap Value E Transaction History

Stegner Investment Associates Inc.

$182 Million
Q3 2025

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 4,549 shares of IWS stock, worth $627,079. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,549

Previous 5,514 17.5%

Holding current value

$627,079

Previous $728,000 12.77%

% of portfolio

0.35%

Previous 0.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$132.83 - $140.61 $128,180 - $135,688	-965 Reduced 17.5%	4,549 $635,000
Q2 2025 Jul 28, 2025	SELL	$110.58 - $132.14 $38,150 - $45,588	-345 Reduced 5.89%	5,514 $728,000
Q1 2025 May 05, 2025	SELL	$122.59 - $135.24 $14,588 - $16,093	-119 Reduced 1.99%	5,859 $738,000
Q4 2024 Feb 06, 2025	SELL	$128.08 - $140.32 $2,817 - $3,087	-22 Reduced 0.37%	5,978 $773,000
Q1 2024 Apr 22, 2024	SELL	$112.43 - $125.33 $9,556 - $10,653	-85 Reduced 1.4%	6,000 $751,000
Q4 2022 Feb 06, 2023	SELL	$96.57 - $111.69 $203,859 - $235,777	-2,111 Reduced 25.76%	6,085 $640,000
Q3 2022 Nov 01, 2022	BUY	$96.05 - $115.74 $4,610 - $5,555	48 Added 0.59%	8,196 $811,000
Q2 2022 Jul 22, 2022	SELL	$99.42 - $121.64 $7,854 - $9,609	-79 Reduced 0.96%	8,148 $828,000
Q1 2022 Apr 20, 2022	BUY	$112.23 - $123.59 $8,866 - $9,763	79 Added 0.97%	8,227 $984,000
Q2 2021 Apr 19, 2022	SELL	$110.51 - $117.85 $52,050 - $55,507	-471 Reduced 5.46%	8,148 $937,000
Q1 2021 Apr 19, 2022	SELL	$95.27 - $111.97 $35,345 - $41,540	-371 Reduced 4.13%	8,619 $942,000
Q4 2020 Apr 19, 2022	SELL	$80.93 - $96.96 $485 - $581	-6 Reduced 0.07%	8,990 $872,000
Q3 2020 Apr 18, 2022	BUY	$74.79 - $85.06 $672,810 - $765,199	8,996 New	8,996 $727,000

Others Institutions Holding IWS

# of Institutions

1,060

Shares Held

93.6M

Call Options Held

17.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Stegner Investment Associates Inc. Ishares Russell Midcap Value E Transaction History