Pine Haven Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Hold
2025
Q2
$1.06M Hold
2025
Q1
$980K Hold
2024
Q4
$1.02M Hold
2024
Q3
$1.02M Hold
2024
Q2
$934K Hold
2024
Q1
$969K Hold
2023
Q4
$896K Hold
2023
Q3
$798K Hold
2023
Q2
$841K Hold
2023
Q1
$806K Hold
2022
Q4
$777K Hold
2022
Q3
$716K Hold
2022
Q2
$745K Hold
2022
Q1
$899K Hold
2021
Q4
$956K Buy