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

Pettee Investors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$211K	Hold
2025 Q2	$201K	Buy
2023 Q4	–	Sell
2023 Q3	$201K	Hold
2023 Q2	$212K	Hold
2023 Q1	$203K	Buy