ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Stegner Investment Associates Inc.'s Holding History (CIK: 0001907433)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,304 Value ($000) $3,457 Avg Close — Range —
Q3 2025
Shares 16,255 Value ($000) $3,357 Avg Close — Range —
Q2 2025
Shares 16,518 Value ($000) $3,228 Avg Close — Range —
Q1 2025
Shares 16,440 Value ($000) $3,133 Avg Close — Range —
Q4 2024
Shares 17,114 Value ($000) $3,267 Avg Close — Range —
Q3 2024
Shares 17,213 Value ($000) $3,394 Avg Close — Range —
Q2 2024
Shares 17,350 Value ($000) $3,158 Avg Close — Range —
Q1 2024
Shares 17,353 Value ($000) $3,242 Avg Close — Range —
Q4 2023
Shares 19,566 Value ($000) $3,402 Avg Close — Range —
Q3 2023
Shares 19,712 Value ($000) $3,032 Avg Close — Range —
Q2 2023
Shares 20,263 Value ($000) $3,266 Avg Close — Range —
Q1 2023
Shares 20,585 Value ($000) $3,144 Avg Close — Range —
Q4 2022
Shares 26,326 Value ($000) $3,819 Avg Close — Range —
Q3 2022
Shares 24,015 Value ($000) $3,199 Avg Close — Range —
Q2 2022
Shares 26,209 Value ($000) $3,603 Avg Close — Range —
Q1 2022
Shares 26,930 Value ($000) $4,194 Avg Close — Range —
Q4 2021
Shares 29,703 Value ($000) $4,652 Avg Close — Range —
Q3 2021
Shares 29,429 Value ($000) $4,280 Avg Close — Range —
Q2 2021
Shares 29,441 Value ($000) $4,347 Avg Close — Range —
Q1 2021
Shares 31,783 Value ($000) $4,489 Avg Close — Range —
Q4 2020
Shares 32,246 Value ($000) $4,128 Avg Close — Range —
Q3 2020
Shares 32,420 Value ($000) $3,646 Avg Close — Range —