ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

STERLING INVESTMENT ADVISORS LLC /ADV's Holding History (CIK: 0001009198)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,773 Value ($000) $2,160 Avg Close — Range —
Q3 2025
Shares 8,204 Value ($000) $1,985 Avg Close — Range —
Q2 2025
Shares 8,493 Value ($000) $1,831 Avg Close — Range —
Q1 2025
Shares 8,077 Value ($000) $1,611 Avg Close — Range —
Q4 2024
Shares 8,076 Value ($000) $1,785 Avg Close — Range —
Q3 2024
Shares 8,586 Value ($000) $1,897 Avg Close — Range —
Q2 2024
Shares 8,344 Value ($000) $1,693 Avg Close — Range —
Q1 2024
Shares 9,353 Value ($000) $1,967 Avg Close — Range —
Q4 2023
Shares 9,197 Value ($000) $1,846 Avg Close — Range —
Q3 2023
Shares 11,026 Value ($000) $1,949 Avg Close — Range —
Q2 2023
Shares 11,279 Value ($000) $2,112 Avg Close — Range —
Q1 2023
Shares 11,234 Value ($000) $2,004 Avg Close — Range —
Q4 2022
Shares 11,232 Value ($000) $1,958 Avg Close — Range —
Q3 2022
Shares 11,342 Value ($000) $1,871 Avg Close — Range —
Q2 2022
Shares 11,667 Value ($000) $1,976 Avg Close — Range —
Q1 2022
Shares 11,644 Value ($000) $2,390 Avg Close — Range —
Q4 2021
Shares 10,375 Value ($000) $2,308 Avg Close — Range —
Q3 2021
Shares 10,851 Value ($000) $2,374 Avg Close — Range —
Q2 2021
Shares 9,849 Value ($000) $2,259 Avg Close — Range —
Q1 2021
Shares 10,285 Value ($000) $2,272 Avg Close — Range —
Q4 2020
Shares 11,818 Value ($000) $2,317 Avg Close — Range —
Q3 2020
Shares 12,653 Value ($000) $1,895 Avg Close — Range —
Q2 2020
Shares 12,650 Value ($000) $1,811 Avg Close — Range —
Q1 2020
Shares 11,283 Value ($000) $1,291 Avg Close — Range —
Q4 2019
Shares 11,619 Value ($000) $1,925 Avg Close — Range —
Q3 2019
Shares 11,616 Value ($000) $1,758 Avg Close — Range —
Q2 2019
Shares 11,314 Value ($000) $1,759 Avg Close — Range —
Q1 2019
Shares 10,856 Value ($000) $1,662 Avg Close — Range —
Q4 2018
Shares 12,549 Value ($000) $1,680 Avg Close — Range —
Q3 2018
Shares 11,564 Value ($000) $1,949 Avg Close — Range —
Q2 2018
Shares 11,807 Value ($000) $1,934 Avg Close — Range —
Q1 2018
Shares 12,928 Value ($000) $1,963 Avg Close — Range —
Q4 2017
Shares 12,456 Value ($000) $1,899 Avg Close — Range —
Q3 2017
Shares 13,122 Value ($000) $1,944 Avg Close — Range —
Q2 2017
Shares 12,515 Value ($000) $1,764 Avg Close — Range —
Q1 2017
Shares 12,024 Value ($000) $1,653 Avg Close — Range —
Q4 2016
Shares 12,000 Value ($000) $1,618 Avg Close — Range —
Q3 2016
Shares 13,311 Value ($000) $1,653 Avg Close — Range —
Q2 2016
Shares 14,507 Value ($000) $1,668 Avg Close — Range —
Q1 2016
Shares 14,921 Value ($000) $1,651 Avg Close — Range —
Q4 2015
Shares 13,993 Value ($000) $1,576 Avg Close — Range —
Q3 2015
Shares 13,797 Value ($000) $1,507 Avg Close — Range —
Q2 2015
Shares 13,307 Value ($000) $1,662 Avg Close — Range —
Q1 2015
Shares 15,012 Value ($000) $1,867 Avg Close — Range —
Q4 2014
Shares 15,122 Value ($000) $1,809 Avg Close — Range —