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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
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 $1.8M 13k 140.95
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

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 Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Sterling Investment Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index