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Sterling Investment Advisors (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-192
Closed -$26K – 355
2017
Q2 		$26K Buy
+192
New +$25.6K 0.02% 236

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IWB Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Russell 1000 ETF (IWB) in Q3 2017, closing a stake of 192 shares — an estimated $26K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWB in Q2 2017 and held it in 1 quarter. The position peaked at $26K in Q2 2017. 525 funds tracked by Wall St. Rank hold IWB as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Russell 1000 ETF position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 192 iShares Russell 1000 ETF shares in Q3 2017, an estimated $26K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell 1000 ETF in Q2 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Russell 1000 ETF position peaked at $26K in Q2 2017.
  • 525 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.