Ownership history in STEPHENS INC /AR/ · 88 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ISHARE RUSSELL MIDCAP VALUE COM (IWS). 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 | 840,698 | -2,999 | -0.4% | 1.48% | $118.6M | $140.61 |
| 2025 Q3 | ADDED | 843,697 | +7,971 | +1.0% | 1.50% | $117.8M | $138.60 |
| 2025 Q2 | ADDED | 835,726 | +19,155 | +2.3% | 1.52% | $110.4M | $130.60 |
| 2025 Q1 | REDUCED | 816,571 | -6,996 | -0.8% | 1.51% | $102.9M | $124.02 |
| 2024 Q4 | ADDED | 823,567 | +5,897 | +0.7% | 1.49% | $106.5M | $126.89 |
| 2024 Q3 | REDUCED | 817,670 | -2,511 | -0.3% | 1.53% | $108.1M | $129.19 |
| 2024 Q2 | REDUCED | 820,181 | -675 | -0.1% | 1.51% | $99.0M | $117.42 |
| 2024 Q1 | ADDED | 820,856 | +129,629 | +18.8% | 1.60% | $102.9M | $121.49 |
| 2023 Q4 | ADDED | 691,227 | +13,814 | +2.0% | 1.39% | $80.4M | $112.38 |
| 2023 Q3 | REDUCED | 677,413 | -15,793 | -2.3% | 1.35% | $70.7M | $100.32 |
As of 2025 Q4 — sorted by position size