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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Buy	+581	New	+$212K	0.05%	185
2024 Q2	–	Sell	-780	Closed	-$211K	–	174
2024 Q1	$211K	Sell	780 -392	-33%	-$100K	0.1%	161
2023 Q4	$296K	Buy	+1,172	New	+$264K	0.15%	113
2023 Q3	–	Sell	-847	Closed	-$206K	–	156
2023 Q2	$206K	Sell	847 -45	-5%	-$10.3K	0.11%	147
2023 Q1	$202K	Sell	892 -233	-21%	-$53.3K	0.12%	149
2022 Q4	$241K	Buy	+1,125	New	+$246K	0.15%	135

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sterling Investment Counsel opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 581 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings. This is a return to the name: Sterling Investment Counsel previously reported a position in IWO as recently as Q1 2024.

Sterling Investment Counsel first reported a position in IWO in Q4 2022 and has held it in 6 quarters since. The position peaked at $296K in Q4 2023. 348 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sterling Investment Counsel held 581 shares of iShares Russell 2000 Growth ETF worth $229K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Sterling Investment Counsel position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.05% of Sterling Investment Counsel's portfolio in Q2 2026, its #185 holding.
Sterling Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 6 quarters since.
Sterling Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $296K in Q4 2023.
348 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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