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Sterling Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sterling Investment Counsel’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,272
Closed -$272K – 199
2026
Q1 		$272K Sell
1,272
-76
-6% -$16.6K 0.08% 159
2025
Q4 		$284K Hold
1,348
– – 0.08% 147
2025
Q3 		$275K Buy
+1,348
New +$268K 0.09% 113

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Sterling Investment Counsel's IWD Position: Q2 2026 in Review

Sterling Investment Counsel sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,272 shares — an estimated $272K sold.

Sterling Investment Counsel first reported a position in IWD in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sterling Investment Counsel reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sterling Investment Counsel sold 1,272 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $272K.
  • Sterling Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and held it in 3 quarters.
  • Sterling Investment Counsel's iShares Russell 1000 Value ETF position peaked at $284K in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.