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Sterling Investment Advisors (Missouri)’s iShares Russell 2000 ETF IWM Stock Holding History

Sterling Investment Advisors (Missouri)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Sell
7,778
-995
-11% -$280K 1.05% 19
2026
Q1 		$2.18M Hold
8,773
– – 1.04% 19
2025
Q4 		$2.16M Buy
8,773
+569
+7% +$140K 1.05% 19
2025
Q3 		$1.99M Sell
8,204
-289
-3% -$66.3K 0.98% 20
2025
Q2 		$1.83M Buy
8,493
+416
+5% +$83.7K 0.95% 18
2025
Q1 		$1.61M Buy
8,077
+1
+0% +$217 0.91% 18
2024
Q4 		$1.78M Sell
8,076
-510
-6% -$116K 1.04% 18
2024
Q3 		$1.9M Buy
8,586
+242
+3% +$51.8K 1.07% 18
2024
Q2 		$1.69M Sell
8,344
-1,009
-11% -$204K 1.03% 18
2024
Q1 		$1.97M Buy
9,353
+156
+2% +$31.1K 1.15% 18
2023
Q4 		$1.85M Sell
9,197
-1,829
-17% -$328K 1.14% 18
2023
Q3 		$1.95M Sell
11,026
-253
-2% -$47.5K 1.24% 18
2023
Q2 		$2.11M Buy
11,279
+45
+0.4% +$8.02K 1.34% 17
2023
Q1 		$2M Buy
11,234
+2
+0% +$368 1.3% 17
2022
Q4 		$1.96M Sell
11,232
-110
-1% -$19.6K 1.34% 17
2022
Q3 		$1.87M Sell
11,342
-325
-3% -$59.3K 1.4% 16
2022
Q2 		$1.98M Buy
11,667
+23
+0.2% +$4.24K 1.36% 15
2022
Q1 		$2.39M Buy
11,644
+1,269
+12% +$259K 1.41% 15
2021
Q4 		$2.31M Sell
10,375
-476
-4% -$108K 1.31% 15
2021
Q3 		$2.37M Buy
10,851
+1,002
+10% +$222K 1.42% 15
2021
Q2 		$2.26M Sell
9,849
-436
-4% -$98K 1.37% 15
2021
Q1 		$2.27M Sell
10,285
-1,533
-13% -$335K 1.44% 15
2020
Q4 		$2.32M Sell
11,818
-835
-7% -$146K 1.54% 15
2020
Q3 		$1.9M Buy
12,653
+3
+0% +$451 1.45% 15
2020
Q2 		$1.81M Buy
12,650
+1,367
+12% +$179K 1.45% 17
2020
Q1 		$1.29M Sell
11,283
-336
-3% -$50.1K 1.19% 20
2019
Q4 		$1.93M Buy
11,619
+3
+0% +$474 1.48% 20
2019
Q3 		$1.76M Buy
11,616
+302
+3% +$46.1K 1.4% 20
2019
Q2 		$1.76M Buy
11,314
+458
+4% +$70.6K 1.4% 20
2019
Q1 		$1.66M Sell
10,856
-1,693
-13% -$254K 1.36% 20
2018
Q4 		$1.68M Buy
12,549
+985
+9% +$147K 1.49% 20
2018
Q3 		$1.95M Sell
11,564
-243
-2% -$41K 1.59% 20
2018
Q2 		$1.93M Sell
11,807
-1,121
-9% -$179K 1.63% 20
2018
Q1 		$1.96M Buy
12,928
+472
+4% +$72.9K 1.62% 20
2017
Q4 		$1.9M Sell
12,456
-666
-5% -$100K 1.57% 20
2017
Q3 		$1.94M Buy
13,122
+607
+5% +$85.4K 1.65% 20
2017
Q2 		$1.76M Buy
12,515
+491
+4% +$68K 1.61% 20
2017
Q1 		$1.65M Buy
12,024
+24
+0.2% +$3.28K 1.58% 20
2016
Q4 		$1.62M Sell
12,000
-1,311
-10% -$168K 1.67% 19
2016
Q3 		$1.65M Sell
13,311
-1,196
-8% -$145K 1.69% 19
2016
Q2 		$1.67M Sell
14,507
-414
-3% -$46.7K 1.71% 19
2016
Q1 		$1.65M Buy
14,921
+928
+7% +$96.1K 1.74% 19
2015
Q4 		$1.58M Buy
13,993
+196
+1% +$22.6K 1.7% 19
2015
Q3 		$1.51M Buy
13,797
+490
+4% +$58.1K 1.72% 20
2015
Q2 		$1.66M Sell
13,307
-1,705
-11% -$213K 1.76% 20
2015
Q1 		$1.87M Sell
15,012
-110
-0.7% -$13.3K 1.88% 20
2014
Q4 		$1.81M Buy
+15,122
New +$1.73M 1.87% 20

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IWM Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $280K and leaving 7,778 shares worth $2.34M. The position accounts for 1.05% of the portfolio, ranked #19.

Sterling Investment Advisors (Missouri) first reported a position in IWM in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.39M in Q1 2022. 1,713 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 7,778 shares of iShares Russell 2000 ETF worth $2.34M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) sold 995 iShares Russell 2000 ETF shares in Q2 2026, an estimated $280K.
  • iShares Russell 2000 ETF made up 1.05% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #19 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares Russell 2000 ETF position peaked at $2.39M in Q1 2022.
  • 1,713 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.