Sterling Investment Advisors (Pennsylvania)’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 | $222K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $95K | Sell |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $113K | Sell |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $92K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $96K | Hold |
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|
2019
Q2 | $97K | Hold |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $82K | Hold |
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|
2018
Q3 | $102K | Buy |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $89K | Hold |
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|
2017
Q4 | $90K | Hold |
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|
2017
Q3 | $86K | Buy |
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|
2017
Q2 | $57K | Buy |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $16K | Buy |
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