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Sterling Capital Management LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Capital Management LLC on IWV, newest first. How the timeline and the estimate are built.

Sterling Capital Management LLC held 6,833 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,833 shares
    Change vs previous 13F +503 shares

    0.05% of the 13F portfolio, value $2,913,591.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,330 shares
    Change vs previous 13F -8,871 shares

    0.04% of the 13F portfolio, value $2,346,404.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,201 shares
    Change vs previous 13F +7,886 shares

    0.1% of the 13F portfolio, value $5,880,507.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,315 shares
    Change vs previous 13F -2,581 shares

    0.04% of the 13F portfolio, value $2,771,946.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 9,896 shares
    Change vs previous 13F -2,686 shares

    0.05% of the 13F portfolio, value $3,473,496.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,582 shares
    Change vs previous 13F +340 shares

    0.06% of the 13F portfolio, value $3,996,547.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,242 shares
    Change vs previous 13F +403 shares

    0.06% of the 13F portfolio, value $4,091,888.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,839 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,868,157.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).