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iShares S&P SmallCap 600 Index shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 35k 116.96
2024-06-30 $3.7M 35k 106.66
2024-03-31 $3.9M 35k 110.52
2023-12-31 $3.8M 35k 108.25
2023-09-30 $3.8M 40k 94.33
2023-06-30 $4.1M 42k 99.65
2023-03-31 $4.0M 42k 96.70
2022-12-31 $3.9M 41k 94.64
2022-09-30 $3.6M 42k 87.18
2022-06-30 $4.0M 43k 92.41
2022-03-31 $4.7M 44k 107.87
2021-12-31 $5.0M 43k 114.51
2021-09-30 $4.6M 42k 109.19
2021-06-30 $4.6M 41k 112.99
2021-03-31 $4.4M 41k 108.52
2020-12-31 $4.2M 46k 91.91
2020-09-30 $3.4M 48k 70.23
2020-06-30 $3.2M 48k 68.29
2020-03-31 $2.5M 45k 56.12
2019-12-31 $3.3M 40k 83.84
2019-09-30 $3.2M 41k 77.85
2019-06-30 $3.1M 39k 78.28
2019-03-31 $3.0M 39k 77.15
2018-12-31 $2.7M 38k 69.33
2018-09-30 $3.2M 37k 87.23
2018-06-30 $3.3M 39k 83.45
2018-03-31 $3.2M 41k 77.01
2017-12-31 $3.2M 41k 76.80
2017-09-30 $2.8M 40k 70.10
2017-06-30 $2.8M 40k 70.10
2017-03-31 $2.7M 39k 69.17
2016-12-31 $2.6M 19k 137.50
2016-09-30 $2.4M 19k 124.14
2016-06-30 $2.0M 17k 116.23
2016-03-31 $1.9M 17k 112.55
2015-12-31 $1.9M 18k 110.12
2015-09-30 $1.7M 16k 106.56
2015-06-30 $2.0M 17k 117.88
2015-03-31 $2.1M 18k 118.01
2014-12-31 $2.0M 18k 114.05

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sterling Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index