Sterling Investment Advisors (Pennsylvania)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-220	Closed	-$20K	–	287
2022 Q2	$20K	Hold	220	–	–	0.01%	327
2022 Q1	$23K	Hold	220	–	–	0.01%	343
2021 Q4	$23K	Hold	220	–	–	0.01%	350
2021 Q3	$22K	Hold	220	–	–	0.01%	347
2021 Q2	$23K	Hold	220	–	–	0.01%	340
2021 Q1	$22K	Hold	220	–	–	0.01%	325
2020 Q4	$18K	Sell	220 -50	-19%	-$3.63K	0.01%	316
2020 Q3	$17K	Hold	270	–	–	0.01%	311
2020 Q2	$16K	Hold	270	–	–	0.01%	316
2020 Q1	$13K	Hold	270	–	–	0.01%	300
2019 Q4	$21K	Hold	270	–	–	0.01%	291
2019 Q3	$20K	Hold	270	–	–	0.01%	293
2019 Q2	$20K	Hold	270	–	–	0.01%	295
2019 Q1	$20K	Hold	270	–	–	0.01%	293
2018 Q4	$17K	Hold	270	–	–	0.01%	292
2018 Q3	$23K	Hold	270	–	–	0.01%	292
2018 Q2	$22K	Hold	270	–	–	0.01%	285
2018 Q1	$20K	Sell	270 -130	-33%	-$10K	0.01%	274
2017 Q4	$31K	Hold	400	–	–	0.02%	228
2017 Q3	$30K	Hold	400	–	–	0.02%	227
2017 Q2	$28K	Hold	400	–	–	0.02%	226
2017 Q1	$28K	Hold	400	–	–	0.02%	220
2016 Q4	$28K	Buy	+400	New	+$26.2K	0.02%	191

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IJS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 220 shares — an estimated $20K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IJS in Q4 2016 and held it in 23 quarters. The position peaked at $31K in Q4 2017. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 220 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $20K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares S&P Small-Cap 600 Value ETF position peaked at $31K in Q4 2017.
696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.