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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-434	Closed	-$44K	–	305
2022 Q2	$44K	Hold	434	–	–	0.02%	236
2022 Q1	$52K	Hold	434	–	–	0.01%	247
2021 Q4	$53K	Hold	434	–	–	0.01%	247
2021 Q3	$49K	Hold	434	–	–	0.01%	251
2021 Q2	$50K	Hold	434	–	–	0.01%	252
2021 Q1	$47K	Hold	434	–	–	0.02%	242
2020 Q4	$42K	Hold	434	–	–	0.01%	237
2020 Q3	$35K	Hold	434	–	–	0.01%	245
2020 Q2	$33K	Hold	434	–	–	0.01%	251
2020 Q1	$27K	Hold	434	–	–	0.01%	241
2019 Q4	$41K	Hold	434	–	–	0.02%	228
2019 Q3	$39K	Hold	434	–	–	0.02%	231
2019 Q2	$39K	Hold	434	–	–	0.02%	232
2019 Q1	$38K	Hold	434	–	–	0.02%	238
2018 Q4	$33K	Hold	434	–	–	0.02%	235
2018 Q3	$39K	Hold	434	–	–	0.02%	248
2018 Q2	$38K	Hold	434	–	–	0.02%	231
2018 Q1	$38K	Hold	434	–	–	0.02%	224
2017 Q4	$39K	Hold	434	–	–	0.02%	208
2017 Q3	$37K	Hold	434	–	–	0.02%	205
2017 Q2	$36K	Buy	+434	New	+$36.1K	0.02%	201

Other funds holding IWS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FCBT

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2022, closing a stake of 434 shares — an estimated $44K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWS in Q2 2017 and held it in 21 quarters. The position peaked at $53K in Q4 2021. 744 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 434 iShares Russell Mid-Cap Value ETF shares in Q3 2022, an estimated $44K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and held it in 21 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Russell Mid-Cap Value ETF position peaked at $53K in Q4 2021.
744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

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