SI

Stegner Investment Associates Inc.

13F
Stegner Investment Associates Inc.
Last update 2024-10-11 24 Stocks (0 new)
Value $147.00 Mil Turnover 1 %
Countries:
Top Holdings: IVW(41.68%)IWR(20.08%)VONE(11.05%)IWB(5.69%)VOO(3.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stegner Investment Associates ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVW 		iShares S&P 500 Growth ETF
640,708
61347.770
+1.13%
41.680
+0.47%
0.110
+4.67%
-0.44%
56194.026
 
IWR 		iShares Russell Mid-Cap ETF
335,220
29546.260
-1.84%
20.080
-0.37%
0.080
+0.19%
-0.86%
38124.097
 
VONE 		Vanguard Russell 1000 Index Fund
62,554
16268.430
+2.54%
11.050
+0.27%
0.330
+1.51%
-0.87%
5002.299
 
IWB 		iShares Russell 1000 ETF
26,645
8376.820
-0.09%
5.690
-0.01%
0.020
+1.54%
-0.82%
39858.525
 
VOO 		Vanguard S&P 500 ETF
10,245
5405.730
+5.87%
3.670
+0.20%
0.000
+1.14%
-0.91%
528294.358
 
IWD 		iShares Russell 1000 Value ETF
26,567
5042.470
+0.01%
3.430
0%
0.010
-2.51%
-0.84%
62788.965
 
VONG 		Vanguard Russell 1000 Growth Index Fund
45,604
4401.670
+0.03%
2.990
0%
0.020
+5.16%
-0.78%
22266.584
 
IVV 		iShares Core S&P 500 ETF
7,549
4354.410
-3.43%
2.960
-0.11%
0.000
+1.13%
-0.91%
580036.558
 
IVE 		iShares S&P 500 Value ETF
17,213
3393.790
-0.79%
2.310
-0.02%
0.010
-3.62%
-1.42%
34246.759
 
EFV 		iShares MSCI EAFE Value ETF
32,046
1843.610
-1.88%
1.250
-0.02%
0.010
-6.52%
-1.12%
18967.610
 

Stegner Investment Associates Inc.'s Historical Top Holdings Breakdowns

Stegner Investment Associates Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVW 		iShares S&P 500 Growth ETF2024-03-31Reduce
-1.52%
●
72.87 ($80.34) 85.14
$101.08
25.82%
Reduce -3.74%
657,847
-25,579
IVW 		iShares S&P 500 Growth ETF2024-06-30Reduce
-1.50%
●
79.31 ($86.21) 93.31
$101.08
17.25%
Reduce -3.7%
633,530
-24,317
IVW 		iShares S&P 500 Growth ETF2023-09-30Reduce
-1.15%
●
68.05 ($70.77) 72.66
$101.08
42.83%
Reduce -2.76%
697,179
-19,801
IVW 		iShares S&P 500 Growth ETF2023-12-31Reduce
-0.81%
●
65.78 ($71.18) 75.4
$101.08
42.01%
Reduce -1.97%
683,426
-13,753
IVE 		iShares S&P 500 Value ETF2023-03-31Reduce
-0.76%
●
143.52 ($150.47) 158.71
$188.17
25.05%
Reduce -21.81%
20,585
-5,741
IWR 		iShares Russell Mid-Cap ETF2023-03-31Reduce
-0.69%
●
66.12 ($70.37) 74.75
$87.64
24.54%
Reduce -3.05%
355,522
-11,188
IWR 		iShares Russell Mid-Cap ETF2023-12-31Reduce
-0.52%
●
64.84 ($71.04) 78.27
$87.64
23.37%
Reduce -2.41%
350,556
-8,665
IVW 		iShares S&P 500 Growth ETF2024-09-30Add
+0.47%
●
84.77 ($92.32) 97.13
$101.08
9.49%
Add 1.13%
640,708
7,178
AAPL 		Apple Inc2024-06-30New Buy
+0.40%
●
165 ($186.49) 216.67
$236.85
27.00%
New holding
2,647
2,647
IVW 		iShares S&P 500 Growth ETF2023-03-31Reduce
-0.39%
●
57.08 ($60.96) 63.89
$101.08
65.81%
Reduce -1%
723,960
-7,299

Stegner Investment Associates Inc. Total Holding History ($B)

To

Stegner Investment Associates Inc.'s Asset Allocation

To

Stegner Investment Associates Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stegner Investment Associates Inc.'s Hypothetical Growth since 2024-09-30

Stegner Investment Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Stegner Investment Associates Inc.'s Holdings Heat Map

Size field:

Stegner Investment Associates Inc.'s Holdings Bubble Chart

Stegner Investment Associates Inc. News

  • 1

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