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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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