Pettee Investors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+2,184	New	+$201K	0.12%	106
2023 Q4	–	Sell	-2,900	Closed	-$201K	–	123
2023 Q3	$201K	Hold	2,900	–	–	0.1%	117
2023 Q2	$212K	Hold	2,900	–	–	0.1%	119
2023 Q1	$203K	Buy	+2,900	New	+$203K	0.1%	118