Stegner Investment Associates Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stegner Investment Associates Inc. opened 1 positions, added to 8, reduced 8, sold out of 1 and left 4 unchanged. The largest increase in value was IVW (+$14,236,468); the largest decrease was CWI (-$341,860).
- CWI: Country of operation —; Class ST STR ACWI ETF; Shares 2026-03-31 0; Shares 2026-06-30 10,178.
Two Form 13F-HR filings compared (SEC CIK 1907433): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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