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Sterling Capital Management LLC: IWY position timeline

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

Sterling Capital Management LLC held 134,720 IWY 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 134,720 shares
    Change vs previous 13F -4,575 shares

    0.66% of the 13F portfolio, value $39,152,326.

    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 139,295 shares
    Change vs previous 13F +29,617 shares

    0.66% of the 13F portfolio, value $34,662,168.

    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 109,678 shares
    Change vs previous 13F -25,328 shares

    0.49% of the 13F portfolio, value $30,374,225.

    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 135,006 shares
    Change vs previous 13F -7,657 shares

    0.54% of the 13F portfolio, value $36,944,392.

    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 142,663 shares
    Change vs previous 13F +12,240 shares

    0.5% of the 13F portfolio, value $35,167,856.

    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 130,423 shares
    Change vs previous 13F -3,642 shares

    0.43% of the 13F portfolio, value $27,511,428.

    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 134,065 shares
    Change vs previous 13F -496 shares

    0.43% of the 13F portfolio, value $31,541,473.

    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 134,561 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $29,610,148.

    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).