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| Name: |
Stegner Investment Associates Inc. |
| City: |
Louisville |
| State: |
KY |
| Zip: |
40207 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVW |
ishares tr S&P 500 BARRA GR |
1 |
- |
$89.01 |
$55,549,000 |
657,847 |
40.68% |
4,224,000 |
-25,579 |
0.128 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
2 |
- |
$81.35 |
$29,204,000 |
347,293 |
21.39% |
1,955,000 |
-3,263 |
0.097 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
7 |
- |
$537.41 |
$4,121,000 |
7,839 |
3.02% |
315,000 |
-129 |
0 |
Closed - End Fund - E... |
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IVE |
iShares S&P 500/BARRA Value |
9 |
- |
$183.57 |
$3,242,000 |
17,353 |
2.37% |
-160,000 |
-2,213 |
0.012 |
Closed - End Fund - E... |
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EFV |
iShares MSCI EAFE Value Ind... |
10 |
- |
$0.00 |
$1,825,000 |
33,548 |
1.34% |
37,000 |
-774 |
0.001 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
11 |
- |
$351.73 |
$1,286,000 |
3,816 |
0.94% |
-57,000 |
-614 |
0.001 |
Closed - End Fund - E... |
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IWS |
iShares Tr Rssll Midcap Valu |
12 |
- |
$121.72 |
$752,000 |
6,000 |
0.55% |
44,000 |
-85 |
0.005 |
Closed - End Fund - E... |
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IWN |
iShares Russell 2000 Value |
13 |
- |
$153.49 |
$724,000 |
4,560 |
0.53% |
-42,000 |
-369 |
0.005 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
16 |
- |
$203.59 |
$452,000 |
2,149 |
0.33% |
-77,000 |
-484 |
0 |
Closed - End Fund - E... |
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IWO |
iShares Russell 2000 Growth |
17 |
- |
$262.42 |
$437,000 |
1,616 |
0.32% |
-16,000 |
-180 |
0.004 |
Closed - End Fund - E... |
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