Ownership history in STEPHENS INC /AR/ · 90 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ISHARES RUSSELL 1000 VALUE COM (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 621,161 | -7,609 | -1.2% | 1.63% | $130.7M | $209.54 |
| 2025 Q3 | ADDED | 628,770 | +4,850 | +0.8% | 1.63% | $128.0M | $201.84 |
| 2025 Q2 | REDUCED | 623,920 | -725 | -0.1% | 1.67% | $121.2M | $191.71 |
| 2025 Q1 | REDUCED | 624,645 | -67,479 | -9.7% | 1.72% | $117.5M | $184.90 |
| 2024 Q4 | ADDED | 692,124 | +31,152 | +4.7% | 1.80% | $128.1M | $181.15 |
| 2024 Q3 | REDUCED | 660,972 | -890 | -0.1% | 1.78% | $125.5M | $184.76 |
| 2024 Q2 | REDUCED | 661,862 | -1,994 | -0.3% | 1.76% | $115.5M | $168.92 |
| 2024 Q1 | REDUCED | 663,856 | -8,005 | -1.2% | 1.84% | $118.9M | $172.73 |
| 2023 Q4 | REDUCED | 671,861 | -25,874 | -3.7% | 1.92% | $111.0M | $158.67 |
| 2023 Q3 | REDUCED | 697,735 | -20,052 | -2.8% | 2.03% | $105.9M | $144.92 |
As of 2025 Q4 — sorted by position size