Howland Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Howland Capital Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Hold	3,516	–	–	0.01%	228
2025 Q1	$299K	Hold	3,516	–	–	0.01%	233
2024 Q4	$311K	Sell	3,516 -1,900	-35%	-$168K	0.01%	247
2024 Q3	$477K	Buy	5,416 +1,367	+34%	+$120K	0.02%	211
2024 Q2	$328K	Sell	4,049 -500	-11%	-$40.5K	0.02%	227
2024 Q1	$383K	Sell	4,549 -500	-10%	-$42K	0.02%	206
2023 Q4	$392K	Buy	5,049 +1,599	+46%	+$124K	0.02%	205
2023 Q3	$240K	Hold	3,450	–	–	0.01%	227
2023 Q2	$252K	Hold	3,450	–	–	0.01%	234
2023 Q1	$241K	Sell	3,450 -300	-8%	-$21K	0.01%	242
2022 Q4	$253K	Sell	3,750 -800	-18%	-$54K	0.02%	229
2022 Q3	$283K	Sell	4,550 -300	-6%	-$18.7K	0.02%	207
2022 Q2	$314K	Sell	4,850 -500	-9%	-$32.4K	0.02%	198
2022 Q1	$418K	Sell	5,350 -250	-4%	-$19.5K	0.02%	159
2021 Q4	$465K	Hold	5,600	–	–	0.02%	154
2021 Q3	$438K	Sell	5,600 -500	-8%	-$39.1K	0.02%	168
2021 Q2	$483K	Hold	6,100	–	–	0.03%	172
2021 Q1	$451K	Sell	6,100 -250	-4%	-$18.5K	0.03%	172
2020 Q4	$435K	Sell	6,350 -5	-0.1%	-$343	0.03%	167
2020 Q3	$365K	Buy	+6,355	New	+$365K	0.02%	161
2019 Q4	–	Sell	-3,600	Closed	-$201K	–	226
2019 Q3	$201K	Sell	3,600 -700	-16%	-$39.1K	0.02%	206
2019 Q2	$240K	Hold	4,300	–	–	0.02%	181
2019 Q1	$232K	Sell	4,300 -144	-3%	-$7.77K	0.02%	188
2018 Q4	$207K	Sell	4,444 -600	-12%	-$27.9K	0.02%	191
2018 Q3	$278K	Hold	5,044	–	–	0.02%	188
2018 Q2	$268K	Sell	5,044 -200	-4%	-$10.6K	0.02%	195
2018 Q1	$271K	Buy	+5,244	New	+$271K	0.02%	196
2015 Q3	–	Sell	-6,172	Closed	-$263K	–	196
2015 Q2	$263K	Hold	6,172	–	–	0.03%	176
2015 Q1	$267K	Hold	6,172	–	–	0.03%	173
2014 Q4	$258K	Hold	6,172	–	–	0.03%	177
2014 Q3	$244K	Hold	6,172	–	–	0.03%	178
2014 Q2	$251K	Hold	6,172	–	–	0.03%	170
2014 Q1	$239K	Hold	6,172	–	–	0.03%	170
2013 Q4	$231K	Hold	6,172	–	–	0.03%	171
2013 Q3	$215K	Buy	+6,172	New	+$215K	0.03%	169