SI

Stegner Investment Associates Inc.

13F
Stegner Investment Associates Inc.
Last update 2025-05-05 26 Stocks (0 new)
Value $143.00 Mil Turnover 1 %
Countries:
Top Holdings: IVW(41.36%)IWR(19.66%)VONE(11.16%)IWB(5.68%)VOO(3.68%)
Summary Stock Picks Current Portfolio
Stegner Investment Associates ... Top Holdings of 2025-03-31 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
637,250
59,155.9
+0.96%
41.360
+0.39%
0.120
+25.22%
+11.61%
62,137.8
 
IWR
iShares Russell Mid-Cap ETF
330,614
28,125.3
+3.01%
19.660
+0.57%
0.070
+16.76%
+8.28%
43,729.1
 
VONE
Vanguard Russell 1000 Index Fund
62,902
15,968.2
+0.29%
11.160
+0.03%
0.310
+18.75%
+8.66%
6,028.4
 
IWB
iShares Russell 1000 ETF
26,505
8,130.0
+0.02%
5.680
0%
0.020
+18.83%
+8.76%
41,860.3
 
VOO
Vanguard S&P 500 ETF
10,245
5,264.8
0%
3.680
0%
0.000
+18.82%
+8.89%
663,622.4
 
IWD
iShares Russell 1000 Value ETF
26,573
5,000.0
+0.01%
3.500
0%
0.010
+12.00%
+8.45%
63,002.5
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
45,617
4,232.8
+0.02%
2.960
0%
0.020
+25.05%
+9.00%
27,615.5
 
IVV
iShares Core S&P 500 ETF
7,421
4,169.9
-3.09%
2.920
-0.09%
0.000
+18.87%
+8.94%
642,209.1
 
IVE
iShares S&P 500 Value ETF
16,440
3,133.0
-3.94%
2.190
-0.09%
0.010
+12.01%
+5.73%
40,043.9
 
EFV
iShares MSCI EAFE Value ETF
31,467
1,854.7
-1.81%
1.300
-0.02%
0.010
+12.78%
+28.28%
27,087.9
 

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
IWR
iShares Russell Mid-Cap ETF
2025-03-31
Add
Add
+0.57%
●
82.81 ($89.19) 92.93
$95.15
6.68%
Add 3.01%
330,614
9,668
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+0.39%
●
92.45 ($100.81) 106.69
$113.06
12.15%
Add 0.96%
637,250
6,076
VTWO
Vanguard Russell 2000 Index Fund
2025-03-31
Sold Out
Sold Out
-0.14%
●
80.08 ($87.74) 92.93
$91.68
4.49%
Sold Out
0
-2,398
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.09%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Reduce -3.09%
7,421
-237
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.09%
●
185.78 ($193.5) 198.58
$200.17
3.45%
Reduce -3.94%
16,440
-674
IWN
iShares Russell 2000 Value ETF
2025-03-31
Reduce
Reduce
-0.06%
●
149.27 ($161.54) 169.4
$167.78
3.86%
Reduce -12.27%
3,831
-536
CWI
SPDR MSCI ACWI ex-US ETF
2025-03-31
Reduce
Reduce
-0.03%
●
27.47 ($29.31) 30.62
$33.52
14.36%
Reduce -10.84%
13,017
-1,582
VONE
Vanguard Russell 1000 Index Fund
2025-03-31
Add
Add
+0.03%
●
250.16 ($267.62) 279.43
$288.32
7.73%
Add 0.29%
62,902
180
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.02%
●
51.88 ($56.57) 60.73
$65.87
16.44%
Reduce -1.81%
31,467
-579
IWS
iShares Russell Mid-Cap Value ETF
2025-03-31
Reduce
Reduce
-0.01%
●
122.59 ($130.21) 135.24
$137.42
5.54%
Reduce -1.99%
5,859
-119

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 2025-03-31

Stegner Investment Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Stegner Investment Associates Inc.'s Holdings Heat Map

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Stegner Investment Associates Inc.'s Holdings Bubble Chart

Stegner Investment Associates Inc. News

  • 1

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