Pine Haven Investment Counsel’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 | $1.06M | Hold |
11,522
| – | – | 0.83% | 36 |
|
|
2025
Q1 | $980K | Hold |
11,522
| – | – | 0.82% | 35 |
|
|
2024
Q4 | $1.02M | Hold |
11,522
| – | – | 0.84% | 36 |
|
|
2024
Q3 | $1.02M | Hold |
11,522
| – | – | 0.82% | 35 |
|
|
2024
Q2 | $934K | Hold |
11,522
| – | – | 0.8% | 35 |
|
|
2024
Q1 | $969K | Hold |
11,522
| – | – | 0.85% | 35 |
|
|
2023
Q4 | $896K | Hold |
11,522
| – | – | 0.84% | 35 |
|
|
2023
Q3 | $798K | Hold |
11,522
| – | – | 0.83% | 35 |
|
|
2023
Q2 | $841K | Hold |
11,522
| – | – | 0.84% | 35 |
|
|
2023
Q1 | $806K | Hold |
11,522
| – | – | 0.85% | 34 |
|
|
2022
Q4 | $777K | Hold |
11,522
| – | – | 0.85% | 34 |
|
|
2022
Q3 | $716K | Hold |
11,522
| – | – | 0.87% | 34 |
|
|
2022
Q2 | $745K | Hold |
11,522
| – | – | 0.87% | 35 |
|
|
2022
Q1 | $899K | Hold |
11,522
| – | – | 0.88% | 35 |
|
|
2021
Q4 | $956K | Buy |
+11,522
| New | +$956K | 0.89% | 34 |
|