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Stegner Investment Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stegner Investment Associates’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
6,181
+1,155
+23% +$182K 0.48% 14
2026
Q1 		$732K Buy
5,026
+920
+22% +$137K 0.4% 18
2025
Q4 		$579K Sell
4,106
-443
-10% -$61.9K 0.31% 17
2025
Q3 		$635K Sell
4,549
-965
-18% -$132K 0.35% 16
2025
Q2 		$729K Sell
5,514
-345
-6% -$43.3K 0.45% 14
2025
Q1 		$738K Sell
5,859
-119
-2% -$15.5K 0.52% 12
2024
Q4 		$773K Sell
5,978
-22
-0.4% -$2.94K 0.51% 12
2024
Q3 		$793K Hold
6,000
– – 0.54% 12
2024
Q2 		$724K Hold
6,000
– – 0.52% 12
2024
Q1 		$752K Sell
6,000
-85
-1% -$10K 0.55% 12
2023
Q4 		$708K Hold
6,085
– – 0.56% 13
2023
Q3 		$635K Hold
6,085
– – 0.55% 14
2023
Q2 		$668K Hold
6,085
– – 0.55% 14
2023
Q1 		$647K Hold
6,085
– – 0.57% 14
2022
Q4 		$641K Sell
6,085
-2,111
-26% -$221K 0.59% 14
2022
Q3 		$811K Buy
8,196
+48
+0.6% +$5.13K 0.78% 15
2022
Q2 		$828K Sell
8,148
-79
-1% -$8.83K 0.8% 14
2022
Q1 		$984K Buy
8,227
+79
+1% +$9.3K 0.78% 14
2021
Q4 		$997K Hold
8,148
– – 0.71% 15
2021
Q3 		$923K Hold
8,148
– – 0.7% 14
2021
Q2 		$937K Sell
8,148
-471
-5% -$54K 0.7% 15
2021
Q1 		$942K Sell
8,619
-371
-4% -$38.6K 0.76% 15
2020
Q4 		$872K Sell
8,990
-6
-0.1% -$541 0.74% 16
2020
Q3 		$727K Buy
+8,996
New +$728K 0.71% 16

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Stegner Investment Associates increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 23% in Q2 2026, buying an estimated $182K and bringing the position to 6,181 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #14.

Stegner Investment Associates first reported a position in IWS in Q3 2020 and has held it in 24 quarters since. 1,039 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Stegner Investment Associates held 6,181 shares of iShares Russell Mid-Cap Value ETF worth $1.02M as of Q2 2026.
  • Stegner Investment Associates bought 1,155 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell Mid-Cap Value ETF made up 0.48% of Stegner Investment Associates's portfolio in Q2 2026, its #14 holding.
  • Stegner Investment Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,039 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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