Ownership history in STEPHENS INC /AR/ Β· 88 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ISHARES RUSSELL MIDCAP INDX GRWTH FD COM (IWP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π STEPHENS INC /AR/ outperformed the S&P 500 by +0.3% annually on this IWP position. Timing score: 58% (49/85 decisions correct). Average cost basis: $41.14. Maximum drawdown during holding period: β47.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
87 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
49 of 85 add/trim decisions correct
Best entry: $13.20 (2009 Q1) Β· Worst: $142.19 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
52 adds Β· 34 trims. Bought during 18 of 26 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.94% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size