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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$259K	Sell
2025 Q1	$412K	Buy
2024 Q4	$389K	Hold
2024 Q3	$398K	Hold
2024 Q2	$363K	Buy
2024 Q1	$291K	Buy
2022 Q3	–	Sell
2022 Q2	$398K	Buy
2022 Q1	$467K	Buy