SIAP
IWM icon

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

Sterling Investment Advisors (Pennsylvania)’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 		$275K Hold
916
– – 0.05% 191
2026
Q1 		$227K Hold
916
– – 0.04% 195
2025
Q4 		$225K Hold
916
– – 0.04% 192
2025
Q3 		$222K Buy
+916
New +$210K 0.04% 181
2025
Q1 		– Sell
-936
Closed -$207K – 177
2024
Q4 		$207K Hold
936
– – 0.05% 158
2024
Q3 		$207K Buy
+936
New +$200K 0.05% 146
2022
Q3 		– Sell
-436
Closed -$78K – 303
2022
Q2 		$78K Hold
436
– – 0.03% 198
2022
Q1 		$95K Sell
436
-60
-12% -$12.2K 0.03% 198
2021
Q4 		$119K Hold
496
– – 0.03% 179
2021
Q3 		$113K Sell
496
-120
-19% -$26.6K 0.03% 182
2021
Q2 		$143K Hold
616
– – 0.04% 170
2021
Q1 		$137K Hold
616
– – 0.04% 162
2020
Q4 		$124K Hold
616
– – 0.04% 162
2020
Q3 		$100K Hold
616
– – 0.04% 163
2020
Q2 		$92K Hold
616
– – 0.04% 168
2020
Q1 		$75K Hold
616
– – 0.04% 161
2019
Q4 		$104K Hold
616
– – 0.05% 150
2019
Q3 		$96K Hold
616
– – 0.05% 153
2019
Q2 		$97K Hold
616
– – 0.05% 151
2019
Q1 		$95K Hold
616
– – 0.05% 154
2018
Q4 		$82K Hold
616
– – 0.05% 154
2018
Q3 		$102K Buy
616
+23
+4% +$3.88K 0.05% 154
2018
Q2 		$94K Hold
593
– – 0.06% 151
2018
Q1 		$89K Hold
593
– – 0.05% 150
2017
Q4 		$90K Hold
593
– – 0.06% 147
2017
Q3 		$86K Buy
593
+192
+48% +$27K 0.06% 143
2017
Q2 		$57K Buy
401
+281
+234% +$38.9K 0.04% 171
2017
Q1 		$16K Hold
120
– – 0.01% 264
2016
Q4 		$16K Buy
+120
New +$15.3K 0.01% 236

Other funds holding IWM

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 916 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #191.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWM in Q4 2016 and has held it in 29 quarters since. 1,263 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 916 shares of iShares Russell 2000 ETF worth $275K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #191 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 29 quarters since.
  • 1,263 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.