Sterling Investment Counsel’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Sell |
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|
2025
Q4 | $414K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $291K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $467K | Buy |
|