Sterling Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sterling Capital Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Buy	79,016 +3,554	+5%	+$490K	0.2%	108
2026 Q1	$9.67M	Buy	75,462 +7,225	+11%	+$978K	0.18%	103
2025 Q4	$9.34M	Sell	68,237 -2,201	-3%	-$308K	0.15%	110
2025 Q3	$10M	Sell	70,438 -21,002	-23%	-$2.97M	0.15%	94
2025 Q2	$12.7M	Buy	91,440 +1,751	+2%	+$222K	0.18%	83
2025 Q1	$10.5M	Sell	89,689 -9,271	-9%	-$1.19M	0.16%	80
2024 Q4	$12.5M	Sell	98,960 -13,128	-12%	-$1.67M	0.17%	79
2024 Q3	$13.1M	Buy	+112,088	New	+$12.5M	0.17%	89
2019 Q3	$11.7M	Sell	165,984 -934	-0.6%	-$67.1K	0.11%	166
2019 Q2	$11.9M	Buy	166,918 +1,060	+0.6%	+$73.7K	0.11%	169
2019 Q1	$11.3M	Sell	165,858 -108,352	-40%	-$6.96M	0.11%	173
2018 Q4	$15.6M	Buy	274,210 +78,800	+40%	+$4.79M	0.17%	141
2018 Q3	$13.2M	Sell	195,410 -6,976	-3%	-$464K	0.12%	173
2018 Q2	$12.8M	Sell	202,386 -1,370	-0.7%	-$86.2K	0.12%	170
2018 Q1	$12.5M	Sell	203,756 -20,862	-9%	-$1.3M	0.12%	171
2017 Q4	$13.5M	Buy	224,618 +4,344	+2%	+$255K	0.12%	166
2017 Q3	$12.5M	Buy	220,274 +968	+0.4%	+$53.1K	0.12%	163
2017 Q2	$11.8M	Sell	219,306 -9,332	-4%	-$497K	0.11%	164
2017 Q1	$11.9M	Buy	228,638 +3,170	+1%	+$162K	0.11%	166
2016 Q4	$11M	Buy	225,468 +4,304	+2%	+$207K	0.1%	167
2016 Q3	$10.8M	Buy	221,164 +43,964	+25%	+$2.13M	0.1%	166
2016 Q2	$8.29M	Sell	177,200 -20,040	-10%	-$927K	0.08%	186
2016 Q1	$9.09M	Buy	197,240 +144,880	+277%	+$6.26M	0.08%	176
2015 Q4	$2.41M	Buy	52,360 +2,040	+4%	+$94.8K	0.02%	338
2015 Q3	$2.23M	Buy	50,320 +18,760	+59%	+$890K	0.02%	350
2015 Q2	$1.53M	Buy	31,560 +19,090	+153%	+$942K	0.01%	353
2015 Q1	$611K	Buy	+12,470	New	+$595K	0.01%	585

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Sterling Capital Management's IWP Position: Q2 2026 in Review

Sterling Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.7% in Q2 2026, buying an estimated $490K and bringing the position to 79,016 shares worth $11.6M. The position accounts for 0.2% of the portfolio, ranked #108.

Sterling Capital Management first reported a position in IWP in Q1 2015 and has held it in 27 quarters since. The position peaked at $15.6M in Q4 2018. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sterling Capital Management held 79,016 shares of iShares Russell Mid-Cap Growth ETF worth $11.6M as of Q2 2026.
Sterling Capital Management bought 3,554 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $490K.
iShares Russell Mid-Cap Growth ETF made up 0.2% of Sterling Capital Management's portfolio in Q2 2026, its #108 holding.
Sterling Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 27 quarters since.
Sterling Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $15.6M in Q4 2018.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.