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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
2026
Q2 		$566K Hold
1,884
– – 0.13% 94
2026
Q1 		$467K Buy
+1,884
New +$486K 0.13% 102
2025
Q3 		– Sell
-1,394
Closed -$301K – 154
2025
Q2 		$301K Buy
+1,394
New +$281K 0.18% 97
2022
Q3 		– Sell
-1,871
Closed -$316K – 145
2022
Q2 		$316K Hold
1,871
– – 0.24% 104
2022
Q1 		$384K Sell
1,871
-4,864
-72% -$992K 0.26% 90
2021
Q4 		$1.5M Buy
+6,735
New +$1.52M 1.01% 17

Other funds holding IWM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Sterling Investment Counsel held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,884 shares worth $566K. The position accounts for 0.13% of the portfolio, ranked #94.

Sterling Investment Counsel first reported a position in IWM in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sterling Investment Counsel held 1,884 shares of iShares Russell 2000 ETF worth $566K as of Q2 2026.
  • Sterling Investment Counsel left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.13% of Sterling Investment Counsel's portfolio in Q2 2026, its #94 holding.
  • Sterling Investment Counsel first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 6 quarters since.
  • Sterling Investment Counsel's iShares Russell 2000 ETF position peaked at $1.5M in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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