Sterling Investment Advisors (Missouri)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.99M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $2.32M | Sell |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $1.81M | Buy |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.76M | Buy |
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|
2019
Q1 | $1.66M | Sell |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $1.95M | Sell |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.96M | Buy |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $1.94M | Buy |
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|
2017
Q2 | $1.76M | Buy |
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|
2017
Q1 | $1.65M | Buy |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $1.65M | Sell |
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|
2016
Q2 | $1.67M | Sell |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.58M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.87M | Sell |
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|
2014
Q4 | $1.81M | Buy |
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