Sterling Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Sterling Investment Counsel’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$301K	Buy
2022 Q3	–	Sell
2022 Q2	$316K	Hold
2022 Q1	$384K	Sell
2021 Q4	$1.5M	Buy