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Stegner Investment Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Stegner Investment Associates’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.46M Sell
18,226
-2,308
-11% -$915K 3.55% 6
2026
Q1 		$7.32M Sell
20,534
-206
-1% -$76.8K 4.01% 6
2025
Q4 		$7.74M Sell
20,740
-2,808
-12% -$1.04M 4.12% 6
2025
Q3 		$8.61M Sell
23,548
-1,415
-6% -$498K 4.72% 4
2025
Q2 		$8.48M Sell
24,963
-1,542
-6% -$484K 5.19% 4
2025
Q1 		$8.13M Buy
26,505
+5
+0% +$1.62K 5.68% 4
2024
Q4 		$8.54M Sell
26,500
-145
-0.5% -$47K 5.65% 4
2024
Q3 		$8.38M Sell
26,645
-25
-0.1% -$7.57K 5.69% 4
2024
Q2 		$7.94M Sell
26,670
-378
-1% -$109K 5.71% 4
2024
Q1 		$7.79M Buy
27,048
+6
+0% +$1.64K 5.71% 4
2023
Q4 		$7.09M Buy
27,042
+1,738
+7% +$426K 5.62% 4
2023
Q3 		$5.94M Sell
25,304
-938
-4% -$230K 5.13% 4
2023
Q2 		$6.4M Sell
26,242
-297
-1% -$68.4K 5.26% 4
2023
Q1 		$6M Sell
26,539
-193
-0.7% -$42.5K 5.26% 4
2022
Q4 		$5.63M Buy
26,732
+165
+0.6% +$34.9K 5.16% 4
2022
Q3 		$5.36M Buy
26,567
+10
+0% +$2.19K 5.15% 4
2022
Q2 		$5.52M Sell
26,557
-1,505
-5% -$340K 5.3% 4
2022
Q1 		$7.02M Sell
28,062
-639
-2% -$158K 5.53% 4
2021
Q4 		$7.59M Buy
28,701
+1,056
+4% +$272K 5.4% 4
2021
Q3 		$6.68M Buy
27,645
+359
+1% +$89.2K 5.05% 4
2021
Q2 		$6.61M Sell
27,286
-1,031
-4% -$243K 4.96% 4
2021
Q1 		$6.34M Buy
28,317
+229
+0.8% +$50.1K 5.14% 4
2020
Q4 		$5.95M Sell
28,088
-42,902
-60% -$8.56M 5.04% 5
2020
Q3 		$13.3M Buy
+70,990
New +$13.1M 13.03% 3

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stegner Investment Associates's IWB Position: Q2 2026 in Review

Stegner Investment Associates reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, selling an estimated $915K and leaving 18,226 shares worth $7.46M. The position accounts for 3.55% of the portfolio, ranked #6.

Stegner Investment Associates first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.3M in Q3 2020. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Stegner Investment Associates held 18,226 shares of iShares Russell 1000 ETF worth $7.46M as of Q2 2026.
  • Stegner Investment Associates sold 2,308 iShares Russell 1000 ETF shares in Q2 2026, an estimated $915K.
  • iShares Russell 1000 ETF made up 3.55% of Stegner Investment Associates's portfolio in Q2 2026, its #6 holding.
  • Stegner Investment Associates first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Stegner Investment Associates's iShares Russell 1000 ETF position peaked at $13.3M in Q3 2020.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.