Stegner Investment Associates Inc. ETF holdings
Louisville, KY
Reported $206.2M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$206.2M
ETFs held
21
Change from prior quarter
+15.1%
With price moves
ETFs as a share of its 13F
98.0%
of $210.3M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $83.7M | 608,731 | −5,559 shares |
| IWR | iShares Russell Mid-Cap ETF | $45.0M | 407,479 | −12,900 shares |
| VONE | Vanguard Russell 1000 ETF | $22.8M | 67,323 | +3 shares |
| VOO | Vanguard S&P 500 ETF | $9.6M | 13,909 | −45 shares |
| IWD | iShares Russell 1000 Value ETF | $9.3M | 38,393 | +2 shares |
| IWB | iShares Russell 1000 ETF | $7.5M | 18,226 | −2,308 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $5.8M | 45,647 | +6 shares |
| IVV | iShares Core S&P 500 ETF | $5.7M | 7,563 | +186 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $3.8M | 17,631 | No change |
| IVE | iShares S&P 500 Value ETF | $3.7M | 16,086 | −172 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001907433. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stegner Investment Associates Inc. own?
Stegner Investment Associates Inc. reported 21 ETF positions worth $206.2M in its Form 13F for June 30, 2026. The largest was IVW, at $83.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.