STERLING INVESTMENT ADVISORS LLC /ADV Last Quarter Change: USA ETF, Reduced

STERLING INVESTMENT ADVISORS LLC /ADV quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, STERLING INVESTMENT ADVISORS LLC /ADV opened 3 positions, added to 15, reduced 10, sold out of 2 and left 1 unchanged. The largest increase in value was SGOV (+$18,987,207); the largest decrease was SGOV (-$18,397,021).

IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 38,837; Shares 2026-06-30 38,431.
IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 266,241; Shares 2026-06-30 251,520.
IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 124,344; Shares 2026-06-30 121,581.
IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 37,411; Shares 2026-06-30 37,238.

Two Form 13F-HR filings compared (SEC CIK 1009198): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
IVV ISHARES TR	CORE S&P500 ETF	38,837	38,431	-406	$25,369,167	$28,781,242	+$3,412,075
IEMG ISHARES INC	CORE MSCI EMKT	266,241	251,520	-14,721	$18,570,328	$20,835,975	+$2,265,647
IJH ISHARES TR	CORE S&P MCP ETF	124,344	121,581	-2,763	$8,397,007	$9,375,126	+$978,119
IJR ISHARES TR	CORE S&P SCP ETF	37,411	37,238	-173	$4,650,609	$5,522,916	+$872,307
IVE ISHARES TR	S&P 500 VAL ETF	23,511	22,986	-525	$4,964,502	$5,219,330	+$254,828
IWM ISHARES TR	RUSSELL 2000 ETF	8,773	7,778	-995	$2,175,772	$2,337,195	+$161,423
IVW ISHARES TR	S&P 500 GRWT ETF	9,519	8,550	-969	$1,076,712	$1,175,963	+$99,251
IYW ISHARES TR	U.S. TECH ETF	1,898	1,726	-172	$344,460	$435,412	+$90,952
ITOT ISHARES TR	CORE S&P TTL STK	2,646	2,620	-26	$376,904	$430,414	+$53,510
VEA VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	6,254	6,224	-30	$400,770	$443,462	+$42,692

Similar Firms

Firm Name	Country	13F Value	Holdings
ELCO Management Co., LLC	United States	$0.208B	181
MARSHALL INVESTMENT MANAGEMENT, LLC	United States	$0.208B	274
Summit Place Financial Advisors, LLC	United States	$0.208B	106
Geneva Partners, LLC	United States	$0.208B	63
ADE, LLC	United States	$0.209B	86
STEINBERGANNA WEALTH MANAGEMENT	United States	$0.208B	132
American State Bank (Iowa)	United States	$0.208B	136
Beartown Capital Management, LLC	United States	$0.209B	42
BERNZOTT CAPITAL ADVISORS	United States	$0.209B	38
BlackDiamond Wealth Management, LLC	United States	$0.208B	203