SIAP
WPS

Sterling Investment Advisors (Pennsylvania)’s iShares International Developed Property ETF WPS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,417
Closed -$71K – 557
2022
Q2 		$71K Buy
2,417
+8
+0.3% +$258 0.02% 202
2022
Q1 		$85K Sell
2,409
-497
-17% -$17.7K 0.02% 209
2021
Q4 		$108K Buy
2,906
+19
+0.7% +$713 0.03% 187
2021
Q3 		$107K Sell
2,887
-1,000
-26% -$39.1K 0.03% 187
2021
Q2 		$149K Buy
3,887
+11
+0.3% +$421 0.04% 166
2021
Q1 		$140K Hold
3,876
– – 0.05% 161
2020
Q4 		$138K Hold
3,876
– – 0.05% 156
2020
Q3 		$122K Sell
3,876
-2,443
-39% -$76.8K 0.05% 152
2020
Q2 		$191K Sell
6,319
-688
-10% -$20.4K 0.08% 129
2020
Q1 		$195K Sell
7,007
-500
-7% -$17.9K 0.1% 110
2019
Q4 		$290K Sell
7,507
-570
-7% -$22.3K 0.13% 99
2019
Q3 		$311K Sell
8,077
-1,400
-15% -$53.3K 0.16% 84
2019
Q2 		$360K Buy
9,477
+8
+0.1% +$305 0.18% 86
2019
Q1 		$368K Buy
9,469
+5
+0.1% +$187 0.19% 88
2018
Q4 		$326K Sell
9,464
-1,086
-10% -$38.6K 0.19% 88
2018
Q3 		$390K Hold
10,550
– – 0.21% 85
2018
Q2 		$401K Hold
10,550
– – 0.24% 83
2018
Q1 		$411K Sell
10,550
-700
-6% -$27.6K 0.25% 79
2017
Q4 		$444K Hold
11,250
– – 0.28% 76
2017
Q3 		$429K Hold
11,250
– – 0.28% 76
2017
Q2 		$416K Sell
11,250
-1,000
-8% -$37K 0.28% 80
2017
Q1 		$435K Buy
12,250
+300
+3% +$10.5K 0.31% 73
2016
Q4 		$402K Buy
+11,950
New +$419K 0.32% 67

Other funds holding WPS

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) sold out of iShares International Developed Property ETF (WPS) in Q3 2022, closing a stake of 2,417 shares — an estimated $71K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WPS in Q4 2016 and held it in 23 quarters. The position peaked at $444K in Q4 2017. 31 funds tracked by Wall St. Rank hold WPS as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares International Developed Property ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,417 iShares International Developed Property ETF shares in Q3 2022, an estimated $71K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares International Developed Property ETF in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares International Developed Property ETF position peaked at $444K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2022.

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