SIA
IWM icon

Stegner Investment Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Stegner Investment Associates’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$389K Sell
1,293
-684
-35% -$192K 0.18% 23
2026
Q1 		$490K Hold
1,977
– – 0.27% 20
2025
Q4 		$487K Sell
1,977
-164
-8% -$40.3K 0.26% 18
2025
Q3 		$518K Buy
2,141
+236
+12% +$54.1K 0.28% 19
2025
Q2 		$411K Hold
1,905
– – 0.25% 19
2025
Q1 		$380K Hold
1,905
– – 0.27% 21
2024
Q4 		$421K Hold
1,905
– – 0.28% 19
2024
Q3 		$421K Hold
1,905
– – 0.29% 19
2024
Q2 		$387K Sell
1,905
-244
-11% -$49.3K 0.28% 20
2024
Q1 		$452K Sell
2,149
-484
-18% -$96.6K 0.33% 16
2023
Q4 		$529K Sell
2,633
-1,042
-28% -$187K 0.42% 14
2023
Q3 		$649K Buy
3,675
+6
+0.2% +$1.13K 0.56% 13
2023
Q2 		$687K Sell
3,669
-1,099
-23% -$196K 0.56% 13
2023
Q1 		$846K Hold
4,768
– – 0.74% 13
2022
Q4 		$831K Sell
4,768
-34
-0.7% -$6.05K 0.76% 13
2022
Q3 		$823K Sell
4,802
-1,455
-23% -$265K 0.79% 14
2022
Q2 		$1.06M Sell
6,257
-349
-5% -$64.3K 1.02% 12
2022
Q1 		$1.36M Sell
6,606
-7,564
-53% -$1.54M 1.07% 11
2021
Q4 		$3.15M Sell
14,170
-7,263
-34% -$1.64M 2.24% 10
2021
Q3 		$4.69M Sell
21,433
-2,100
-9% -$466K 3.55% 6
2021
Q2 		$5.4M Sell
23,533
-2,253
-9% -$507K 4.06% 5
2021
Q1 		$5.7M Sell
25,786
-5,266
-17% -$1.15M 4.62% 5
2020
Q4 		$6.09M Sell
31,052
-893
-3% -$156K 5.16% 4
2020
Q3 		$4.79M Buy
+31,945
New +$4.81M 4.69% 4

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stegner Investment Associates reduced its iShares Russell 2000 ETF (IWM) stake by 35% in Q2 2026, selling an estimated $192K and leaving 1,293 shares worth $389K. The position accounts for 0.18% of the portfolio, ranked #23.

Stegner Investment Associates first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.09M in Q4 2020. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stegner Investment Associates held 1,293 shares of iShares Russell 2000 ETF worth $389K as of Q2 2026.
  • Stegner Investment Associates sold 684 iShares Russell 2000 ETF shares in Q2 2026, an estimated $192K.
  • iShares Russell 2000 ETF made up 0.18% of Stegner Investment Associates's portfolio in Q2 2026, its #23 holding.
  • Stegner Investment Associates first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Stegner Investment Associates's iShares Russell 2000 ETF position peaked at $6.09M in Q4 2020.
  • 2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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