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Sterling Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sterling Investment Counsel’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
21,357
-615
-3% -$74.1K 0.62% 27
2026
Q1 		$2.34M Buy
21,972
+1,052
+5% +$119K 0.66% 24
2025
Q4 		$2.48M Sell
20,920
-532
-2% -$63K 0.71% 22
2025
Q3 		$2.51M Buy
+21,452
New +$2.39M 0.81% 23
2025
Q2 		– Sell
-22,780
Closed -$2.06M – 154
2025
Q1 		$2.06M Buy
+22,780
New +$2.25M 0.7% 24
2024
Q4 		– Sell
-22,300
Closed -$2.09M – 150
2024
Q3 		$2.09M Sell
22,300
-152
-0.7% -$13.8K 0.75% 27
2024
Q2 		$2.05M Sell
22,452
-512
-2% -$43.7K 0.81% 23
2024
Q1 		$1.94M Sell
22,964
-1,052
-4% -$84.8K 0.89% 24
2023
Q4 		$1.82M Hold
24,016
– – 0.93% 20
2023
Q3 		$1.6M Buy
24,016
+216
+0.9% +$14.9K 0.92% 21
2023
Q2 		$1.64M Hold
23,800
– – 0.88% 19
2023
Q1 		$1.45M Sell
23,800
-104
-0.4% -$5.99K 0.86% 19
2022
Q4 		$1.28M Hold
23,904
– – 0.79% 25
2022
Q3 		$1.26M Hold
23,904
– – 0.92% 18
2022
Q2 		$1.31M Buy
23,904
+64
+0.3% +$3.84K 1% 16
2022
Q1 		$1.66M Buy
23,840
+1,400
+6% +$95.6K 1.12% 15
2021
Q4 		$1.71M Buy
+22,440
New +$1.66M 1.16% 15

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Sterling Investment Counsel reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, selling an estimated $74.1K and leaving 21,357 shares worth $2.65M. The position accounts for 0.62% of the portfolio, ranked #27.

Sterling Investment Counsel first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sterling Investment Counsel held 21,357 shares of iShares Russell 1000 Growth ETF worth $2.65M as of Q2 2026.
  • Sterling Investment Counsel sold 615 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $74.1K.
  • iShares Russell 1000 Growth ETF made up 0.62% of Sterling Investment Counsel's portfolio in Q2 2026, its #27 holding.
  • Sterling Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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