iShares Russell 2000 Index shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 8.2k | 241.98 |
| 2025-06-30 | $1.8M | 8.5k | 215.56 |
| 2025-03-31 | $1.6M | 8.1k | 199.51 |
| 2024-12-31 | $1.8M | 8.1k | 220.99 |
| 2024-09-30 | $1.9M | 8.6k | 220.89 |
| 2024-06-30 | $1.7M | 8.3k | 202.89 |
| 2024-03-31 | $2.0M | 9.4k | 210.32 |
| 2023-12-31 | $1.8M | 9.2k | 200.73 |
| 2023-09-30 | $1.9M | 11k | 176.75 |
| 2023-06-30 | $2.1M | 11k | 187.27 |
| 2023-03-31 | $2.0M | 11k | 178.41 |
| 2022-12-31 | $2.0M | 11k | 174.37 |
| 2022-09-30 | $1.9M | 11k | 164.96 |
| 2022-06-30 | $2.0M | 12k | 169.37 |
| 2022-03-31 | $2.4M | 12k | 205.26 |
| 2021-12-31 | $2.3M | 10k | 222.46 |
| 2021-09-30 | $2.4M | 11k | 218.78 |
| 2021-06-30 | $2.3M | 9.8k | 229.36 |
| 2021-03-31 | $2.3M | 10k | 220.90 |
| 2020-12-31 | $2.3M | 12k | 196.06 |
| 2020-09-30 | $1.9M | 13k | 149.77 |
| 2020-06-30 | $1.8M | 13k | 143.16 |
| 2020-03-31 | $1.3M | 11k | 114.42 |
| 2019-12-31 | $1.9M | 12k | 165.68 |
| 2019-09-30 | $1.8M | 12k | 151.34 |
| 2019-06-30 | $1.8M | 11k | 155.47 |
| 2019-03-31 | $1.7M | 11k | 153.10 |
| 2018-12-31 | $1.7M | 13k | 133.88 |
| 2018-09-30 | $1.9M | 12k | 168.54 |
| 2018-06-30 | $1.9M | 12k | 163.80 |
| 2018-03-31 | $2.0M | 13k | 151.84 |
| 2017-12-31 | $1.9M | 13k | 152.46 |
| 2017-09-30 | $1.9M | 13k | 148.15 |
| 2017-06-30 | $1.8M | 13k | 140.95 |
| 2017-03-31 | $1.7M | 12k | 137.48 |
| 2016-12-31 | $1.6M | 12k | 134.83 |
| 2016-09-30 | $1.7M | 13k | 124.18 |
| 2016-06-30 | $1.7M | 15k | 114.98 |
| 2016-03-31 | $1.7M | 15k | 110.65 |
| 2015-12-31 | $1.6M | 14k | 112.63 |
| 2015-09-30 | $1.5M | 14k | 109.23 |
| 2015-06-30 | $1.7M | 13k | 124.90 |
| 2015-03-31 | $1.9M | 15k | 124.37 |
| 2014-12-31 | $1.8M | 15k | 119.63 |
More positions owned by Sterling Investment Advisors
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