SIC
IWR icon

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

Sterling Investment Counsel’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$762K Sell
6,905
-255
-4% -$26.8K 0.18% 82
2026
Q1 		$696K Buy
+7,160
New +$715K 0.2% 81
2025
Q3 		– Sell
-6,093
Closed -$560K – 155
2025
Q2 		$560K Buy
+6,093
New +$526K 0.33% 52

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Sterling Investment Counsel reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q2 2026, selling an estimated $26.8K and leaving 6,905 shares worth $762K. The position accounts for 0.18% of the portfolio, ranked #82.

Sterling Investment Counsel first reported a position in IWR in Q2 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Sterling Investment Counsel held 6,905 shares of iShares Russell Mid-Cap ETF worth $762K as of Q2 2026.
  • Sterling Investment Counsel sold 255 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $26.8K.
  • iShares Russell Mid-Cap ETF made up 0.18% of Sterling Investment Counsel's portfolio in Q2 2026, its #82 holding.
  • Sterling Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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