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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$467K	Buy
2025 Q3	–	Sell
2025 Q2	$301K	Buy
2022 Q3	–	Sell
2022 Q2	$316K	Hold
2022 Q1	$384K	Sell
2021 Q4	$1.5M	Buy