iShares S&P 500 Value Index shares owned by Stegner Investment Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stegner Investment Associates
from 13F filings
Historical chart of Stegner Investment Associates investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Stegner Investment Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 16k | 206.50 |
| 2025-06-30 | $3.2M | 17k | 195.41 |
| 2025-03-31 | $3.1M | 16k | 190.57 |
| 2024-12-31 | $3.3M | 17k | 190.87 |
| 2024-09-30 | $3.4M | 17k | 197.16 |
| 2024-06-30 | $3.2M | 17k | 182.00 |
| 2024-03-31 | $3.2M | 17k | 186.80 |
| 2023-12-31 | $3.4M | 20k | 173.89 |
| 2023-09-30 | $3.0M | 20k | 153.84 |
| 2023-06-30 | $3.3M | 20k | 161.19 |
| 2023-03-31 | $3.1M | 21k | 152.73 |
| 2022-12-31 | $3.8M | 26k | 145.07 |
| 2022-09-30 | $3.2M | 24k | 133.21 |
| 2022-06-30 | $3.6M | 26k | 137.47 |
| 2022-03-31 | $4.2M | 27k | 155.74 |
| 2021-12-31 | $4.7M | 30k | 156.62 |
| 2021-09-30 | $4.3M | 29k | 145.43 |
| 2021-06-30 | $4.3M | 29k | 147.65 |
| 2021-03-31 | $4.5M | 32k | 141.24 |
| 2020-12-31 | $4.1M | 32k | 128.02 |
| 2020-09-30 | $3.6M | 32k | 112.46 |
More positions owned by Stegner Investment Associates
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