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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Sell	12,397 -119	-1%	-$12.5K	0.02%	454
2026 Q1	$1.22M	Sell	12,516 -38	-0.3%	-$3.8K	0.02%	441
2025 Q4	$1.21M	Buy	12,554 +18	+0.1%	+$1.73K	0.02%	575
2025 Q3	$1.21M	Sell	12,536 -1,883	-13%	-$178K	0.02%	573
2025 Q2	$1.33M	Buy	14,419 +1,187	+9%	+$103K	0.02%	534
2025 Q1	$1.13M	Buy	13,232 +240	+2%	+$21.4K	0.02%	576
2024 Q4	$1.15M	Buy	12,992 +144	+1%	+$13.1K	0.02%	599
2024 Q3	$1.13M	Buy	+12,848	New	+$1.08M	0.01%	547
2019 Q3	$2.36M	Buy	42,256 +13	+0%	+$727	0.02%	374
2019 Q2	$2.36M	Sell	42,243 -1,771	-4%	-$97.2K	0.02%	384
2019 Q1	$2.38M	Buy	44,014 +6,664	+18%	+$345K	0.02%	371
2018 Q4	$1.74M	Buy	37,350 +6,174	+20%	+$311K	0.02%	408
2018 Q3	$1.72M	Buy	31,176 +356	+1%	+$19.5K	0.02%	447
2018 Q2	$1.64M	Buy	30,820 +7,668	+33%	+$404K	0.02%	458
2018 Q1	$1.2M	Buy	23,152 +172	+0.7%	+$9.06K	0.01%	552
2017 Q4	$1.2M	Hold	22,980	–	–	0.01%	553
2017 Q3	$1.13M	Hold	22,980	–	–	0.01%	570
2017 Q2	$1.1M	Buy	22,980 +2,220	+11%	+$105K	0.01%	559
2017 Q1	$971K	Buy	20,760 +14,644	+239%	+$679K	0.01%	593
2016 Q4	$273K	Hold	6,116	–	–	﹤0.01%	854
2016 Q3	$267K	Sell	6,116 -11,324	-65%	-$491K	﹤0.01%	827
2016 Q2	$733K	Buy	+17,440	New	+$720K	0.01%	607
2016 Q1	–	Sell	-44,212	Closed	-$1.77M	–	949
2015 Q4	$1.77M	Buy	+44,212	New	+$1.8M	0.02%	413
2015 Q1	–	Sell	-17,480	Closed	-$730K	–	916
2014 Q4	$730K	Buy	+17,480	New	+$710K	0.01%	711

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sterling Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.95% in Q2 2026, selling an estimated $12.5K and leaving 12,397 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #454.

Sterling Capital Management first reported a position in IWR in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.38M in Q1 2019. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sterling Capital Management held 12,397 shares of iShares Russell Mid-Cap ETF worth $1.37M as of Q2 2026.
Sterling Capital Management sold 119 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
iShares Russell Mid-Cap ETF made up 0.02% of Sterling Capital Management's portfolio in Q2 2026, its #454 holding.
Sterling Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 24 quarters since.
Sterling Capital Management's iShares Russell Mid-Cap ETF position peaked at $2.38M in Q1 2019.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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