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Stephenson & Company »

iShares Russell 1000 Value Index shares owned by Stephenson & Company

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company 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 Stephenson & Company 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 Stephenson & Company

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$327k	1.6k	203.64
2025-06-30	$332k	1.7k	194.28
2025-03-31	$325k	1.7k	188.21
2024-12-31	$344k	1.9k	185.17
2024-09-30	$353k	1.9k	189.84
2024-06-30	$327k	1.9k	174.51
2024-03-31	$377k	2.1k	179.15
2023-12-31	$373k	2.3k	165.28

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Berkshire Hathaway Inc Del Cl B New (BRK.B)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Vanguard Bd Index Fds Intermed Term (BIV)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Tr Core S&p Mcp Etf (IJH)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Ishares Tr Tips Bd Etf (TIP)

Ishares Tr National Mun Etf (MUB)

Apple (AAPL)

Ishares Tr Core S&p Ttl Stk (ITOT)

Spdr Series Trust Bloomberg High Y (JNK)

View all positions for Stephenson & Company

Top funds holding iShares Russell 1000 Value Index

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Baird Financial

Raymond James Financial

Elliott Investment Management

Wells Fargo & Company

View all funds holding iShares Russell 1000 Value Index

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