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

Stegner Investment Associates’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.31M Buy
38,393
+2
+0% +$466 4.43% 5
2026
Q1 		$8.2M Buy
38,391
+2
+0% +$438 4.49% 5
2025
Q4 		$8.07M Buy
38,389
+11,816
+44% +$2.44M 4.29% 5
2025
Q3 		$5.41M Buy
26,573
+3
+0% +$597 2.97% 7
2025
Q2 		$5.16M Sell
26,570
-3
-0% -$556 3.16% 6
2025
Q1 		$5M Buy
26,573
+3
+0% +$571 3.5% 6
2024
Q4 		$4.92M Buy
26,570
+3
+0% +$575 3.26% 6
2024
Q3 		$5.04M Buy
26,567
+3
+0% +$547 3.43% 6
2024
Q2 		$4.63M Buy
26,564
+2
+0% +$350 3.33% 6
2024
Q1 		$4.76M Buy
26,562
+3
+0% +$508 3.48% 6
2023
Q4 		$4.39M Buy
26,559
+27
+0.1% +$4.17K 3.48% 6
2023
Q3 		$4.03M Hold
26,532
– – 3.48% 6
2023
Q2 		$4.19M Sell
26,532
-164
-0.6% -$25.1K 3.44% 6
2023
Q1 		$4.11M Buy
26,696
+21
+0.1% +$3.24K 3.61% 5
2022
Q4 		$4.05M Buy
26,675
+4,817
+22% +$721K 3.71% 5
2022
Q3 		$3.07M Sell
21,858
-1,068
-5% -$160K 2.95% 7
2022
Q2 		$3.32M Buy
22,926
+556
+2% +$87K 3.19% 7
2022
Q1 		$3.71M Hold
22,370
– – 2.93% 7
2021
Q4 		$3.76M Buy
22,370
+912
+4% +$149K 2.67% 8
2021
Q3 		$3.36M Hold
21,458
– – 2.54% 11
2021
Q2 		$3.4M Sell
21,458
-154
-0.7% -$24.4K 2.56% 11
2021
Q1 		$3.27M Sell
21,612
-197
-0.9% -$28.5K 2.66% 11
2020
Q4 		$2.98M Hold
21,809
– – 2.53% 11
2020
Q3 		$2.58M Buy
+21,809
New +$2.59M 2.53% 10

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Stegner Investment Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 0.01% in Q2 2026, buying an estimated $466 and bringing the position to 38,393 shares worth $9.31M. The position accounts for 4.43% of the portfolio, ranked #5.

Stegner Investment Associates first reported a position in IWD in Q3 2020 and has held it in 24 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Stegner Investment Associates held 38,393 shares of iShares Russell 1000 Value ETF worth $9.31M as of Q2 2026.
  • Stegner Investment Associates bought 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
  • iShares Russell 1000 Value ETF made up 4.43% of Stegner Investment Associates's portfolio in Q2 2026, its #5 holding.
  • Stegner Investment Associates first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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