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Sterling Investment Counsel’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sterling Investment Counsel’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Sell
2,072
-81
-4% -$11.2K 0.07% 153
2026
Q1 		$276K Sell
2,153
-543
-20% -$73.5K 0.08% 156
2025
Q4 		$369K Buy
+2,696
New +$377K 0.11% 121

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Sterling Investment Counsel reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.8% in Q2 2026, selling an estimated $11.2K and leaving 2,072 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #153.

Sterling Investment Counsel first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Sterling Investment Counsel held 2,072 shares of iShares Russell Mid-Cap Growth ETF worth $303K as of Q2 2026.
  • Sterling Investment Counsel sold 81 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #153 holding.
  • Sterling Investment Counsel first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sterling Investment Counsel's iShares Russell Mid-Cap Growth ETF position peaked at $369K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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