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iShares Russell 1000 Value Index shares owned by Stegner Investment Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stegner Investment Associates from 13F filings

Historical chart of Stegner Investment Associates investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Stegner Investment Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Stegner Investment Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 27k 189.80
2024-06-30 $4.6M 27k 174.47
2024-03-31 $4.8M 27k 179.11
2023-12-31 $4.4M 27k 165.25
2023-09-30 $4.0M 27k 151.82
2023-06-30 $4.2M 27k 157.83
2023-03-31 $4.1M 27k 154.04
2022-12-31 $4.0M 27k 151.65
2022-09-30 $3.1M 22k 140.59
2022-06-30 $3.3M 23k 144.99
2022-03-31 $3.7M 22k 165.98
2021-12-31 $3.8M 22k 167.95
2021-09-30 $3.4M 22k 156.49
2021-06-30 $3.4M 22k 158.64
2021-03-31 $3.3M 22k 151.54
2020-12-31 $3.0M 22k 136.73
2020-09-30 $2.6M 22k 118.12