Sterling Investment Advisors (Pennsylvania)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-682	Closed	-$54K	–	304
2022 Q2	$54K	Hold	682	–	–	0.02%	221
2022 Q1	$69K	Sell	682 -300	-31%	-$29.9K	0.02%	225
2021 Q4	$113K	Hold	982	–	–	0.03%	184
2021 Q3	$110K	Hold	982	–	–	0.03%	185
2021 Q2	$111K	Hold	982	–	–	0.03%	189
2021 Q1	$100K	Hold	982	–	–	0.03%	188
2020 Q4	$101K	Hold	982	–	–	0.03%	175
2020 Q3	$85K	Hold	982	–	–	0.03%	175
2020 Q2	$77K	Hold	982	–	–	0.03%	179
2020 Q1	$59K	Hold	982	–	–	0.03%	177
2019 Q4	$74K	Hold	982	–	–	0.03%	177
2019 Q3	$69K	Hold	982	–	–	0.04%	182
2019 Q2	$70K	Hold	982	–	–	0.04%	180
2019 Q1	$67K	Hold	982	–	–	0.03%	185
2018 Q4	$55K	Hold	982	–	–	0.03%	185
2018 Q3	$67K	Hold	982	–	–	0.04%	193
2018 Q2	$62K	Hold	982	–	–	0.04%	186
2018 Q1	$60K	Hold	982	–	–	0.04%	178
2017 Q4	$59K	Hold	982	–	–	0.04%	172
2017 Q3	$56K	Sell	982 -140	-12%	-$7.68K	0.04%	168
2017 Q2	$61K	Buy	1,122 +682	+155%	+$36.3K	0.04%	165
2017 Q1	$23K	Hold	440	–	–	0.02%	235
2016 Q4	$21K	Buy	+440	New	+$21.2K	0.02%	214

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 682 shares — an estimated $54K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWP in Q4 2016 and held it in 23 quarters. The position peaked at $113K in Q4 2021. 812 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 682 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $54K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Russell Mid-Cap Growth ETF position peaked at $113K in Q4 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

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