Sterling Investment Advisors (Pennsylvania)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$201K	Buy	+1,818	New	+$191K	0.03%	220
2021 Q3	–	Sell	-400	Closed	-$32K	–	585
2021 Q2	$32K	Hold	400	–	–	0.01%	305
2021 Q1	$30K	Hold	400	–	–	0.01%	285
2020 Q4	$27K	Hold	400	–	–	0.01%	283
2020 Q3	$23K	Hold	400	–	–	0.01%	278
2020 Q2	$21K	Hold	400	–	–	0.01%	289
2020 Q1	$17K	Hold	400	–	–	0.01%	281
2019 Q4	$23K	Hold	400	–	–	0.01%	286
2019 Q3	$22K	Hold	400	–	–	0.01%	284
2019 Q2	$22K	Hold	400	–	–	0.01%	286
2019 Q1	$22K	Sell	400 -540	-57%	-$28K	0.01%	286
2018 Q4	$43K	Hold	940	–	–	0.03%	208
2018 Q3	$52K	Hold	940	–	–	0.03%	217
2018 Q2	$49K	Hold	940	–	–	0.03%	210
2018 Q1	$49K	Hold	940	–	–	0.03%	197
2017 Q4	$49K	Hold	940	–	–	0.03%	189
2017 Q3	$46K	Sell	940 -1,100	-54%	-$53.1K	0.03%	183
2017 Q2	$98K	Hold	2,040	–	–	0.07%	137
2017 Q1	$95K	Sell	2,040 -400	-16%	-$18.5K	0.07%	130
2016 Q4	$109K	Buy	+2,440	New	+$107K	0.09%	113

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IWR Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,818 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #220 among its holdings. This is a return to the name: Sterling Investment Advisors (Pennsylvania) previously reported a position in IWR as recently as Q2 2021.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWR in Q4 2016 and has held it in 20 quarters since. 777 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 1,818 shares of iShares Russell Mid-Cap ETF worth $201K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Sterling Investment Advisors (Pennsylvania) position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #220 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 20 quarters since.
777 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.