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 | $222k | 916 | 241.96 |
| 2024-12-31 | $207k | 936 | 220.96 |
| 2024-09-30 | $207k | 936 | 220.89 |
| 2022-06-30 | $89k | 436 | 204.55 |
| 2022-03-31 | $109k | 436 | 250.00 |
| 2021-12-31 | $132k | 496 | 265.63 |
| 2021-09-30 | $119k | 496 | 239.58 |
| 2021-06-30 | $148k | 616 | 239.58 |
| 2021-03-31 | $138k | 616 | 223.96 |
| 2020-12-31 | $132k | 616 | 213.54 |
| 2020-09-30 | $116k | 616 | 187.50 |
| 2020-06-30 | $103k | 616 | 166.67 |
| 2020-03-31 | $87k | 616 | 140.63 |
| 2019-12-31 | $109k | 616 | 177.08 |
| 2019-09-30 | $103k | 616 | 166.67 |
| 2019-06-30 | $100k | 616 | 161.46 |
| 2019-03-31 | $96k | 616 | 156.25 |
| 2018-12-31 | $83k | 616 | 135.42 |
| 2018-09-30 | $100k | 616 | 161.46 |
| 2018-06-30 | $90k | 593 | 151.04 |
| 2018-03-31 | $87k | 593 | 145.83 |
| 2017-12-31 | $90k | 593 | 151.04 |
| 2017-09-30 | $83k | 593 | 140.62 |
| 2017-06-30 | $57k | 401 | 142.14 |
| 2017-03-31 | $16k | 120 | 133.33 |
| 2016-12-31 | $16k | 120 | 133.33 |
More positions owned by Sterling Investment Advisors
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