Stegner Investment Associates Inc. IWR — ISHARES TR

Ownership history in Stegner Investment Associates Inc.  ·  19 quarters on record

AI Ownership Summary

Stegner Investment Associates Inc. reported ISHARES TR (IWR) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 22.66% in 2025 Q4. The latest visible filing shows IWR at 21.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stegner Investment Associates Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWR was reported at 21.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.66% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWR stock page Stegner Investment Associates Inc. fund profile Stegner Investment Associates Inc. full holdings
How Stegner Investment Associates Inc. held IWR — position size vs. price
% of Fund (quarterly)    IWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 407,479 -12,900 -3.1% 21.37% $45.0M 2026-07-24 $nan
2026 Q1 REDUCED 5.1% +13.6% ❌ 420,379 -22,583 -5.1% 22.39% $40.9M 2026-04-30 $104.06
2025 Q4 ADDED — — — 442,962 +40,994 +10.2% 22.66% $42.6M 2026-01-30 $98.65
2025 Q3 ADDED — — — 401,968 +45,325 +12.7% 21.28% $38.8M 2025-11-06 $93.47
2025 Q2 ADDED — — — 356,643 +26,029 +7.9% 20.10% $32.8M 2025-07-28 $93.71
2025 Q1 ADDED — — — 330,614 +9,668 +3.0% 19.66% $28.1M 2025-05-05 $84.42
2024 Q4 REDUCED — — — 320,946 -14,274 -4.3% 18.78% $28.4M 2025-02-06 $90.87
2024 Q3 REDUCED — — — 335,220 -6,295 -1.8% 20.08% $29.5M 2024-10-11 $86.91
2024 Q2 REDUCED — — — 341,515 -5,778 -1.7% 19.92% $27.7M 2024-07-23 $81.88
2024 Q1 REDUCED — — — 347,293 -3,263 -0.9% 21.39% $29.2M 2024-04-22 $77.11
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWR

As of 2026 Q2 — sorted by position size

Taylor & Morgan Wealth Management, LLC 3Y 7.42% Oakworth Capital, Inc. 3Y 7Y 6.5% Sincerus Advisory, LLC 5.99% PFW Advisors LLC 5.78% WEST BANCORPORATION INC 3Y 5.42% SONATA CAPITAL GROUP INC 3Y 7Y 5.33% Mullaney, Keating & Wright, Inc. 5.11% Baron Financial Group, LLC 3Y 4.2% ALONGSIDE, LLC 4.19% PATTON FUND MANAGEMENT, INC. 3Y 3.93%

FAQ About Stegner Investment Associates Inc. and IWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stegner Investment Associates Inc. reported owning IWR?

Stegner Investment Associates Inc. reported IWR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWR position in Stegner Investment Associates Inc.'s portfolio?

The largest reported portfolio weight for IWR was 22.66% in 2025 Q4.

What is the latest reported IWR position on this page?

The most recent filing on this page is 2026 Q2, when Stegner Investment Associates Inc. reported 407,479 shares, equal to 21.37% of portfolio, with an estimated market value of $45.0M.

What does the chart on this IWR ownership page compare?

The chart compares Stegner Investment Associates Inc.'s quarterly IWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stegner Investment Associates Inc. time their IWR position?

Based on 13F filing dates vs. subsequent IWR price moves, Stegner Investment Associates Inc. correctly timed 9 out of 18 reported position changes (50%).

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