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STERLING INVESTMENT ADVISORS LLC /ADV: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STERLING INVESTMENT ADVISORS LLC /ADV on IYW, newest first. How the timeline and the estimate are built.

STERLING INVESTMENT ADVISORS LLC /ADV held 1,726 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,726 shares
    Change vs previous 13F -172 shares

    0.2% of the 13F portfolio, value $435,412.

    13F-HR 0001009198-26-000005 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,898 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $344,460.

    13F-HR 0001009198-26-000003 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,898 shares
    Change vs previous 13F -217 shares

    0.18% of the 13F portfolio, value $379,130.

    13F-HR 0001009198-26-000001 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,115 shares
    Change vs previous 13F -212 shares

    0.21% of the 13F portfolio, value $414,307.

    13F-HR 0001009198-25-000004 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,327 shares
    Change vs previous 13F -3 shares

    0.21% of the 13F portfolio, value $403,231.

    13F-HR 0001085146-25-003720 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,330 shares
    Change vs previous 13F -126 shares

    0.18% of the 13F portfolio, value $327,360.

    13F-HR 0001085146-25-002321 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,456 shares
    Change vs previous 13F -1,260 shares

    0.23% of the 13F portfolio, value $391,786.

    13F-HR 0001085146-25-000183 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,716 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $563,523.

    13F-HR 0001085146-24-005024 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).