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

Pine Haven Investment Counsel’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
2026 Q2	$1.27M	Hold	11,522	–	–	0.85%	32
2026 Q1	$1.12M	Hold	11,522	–	–	0.82%	34
2025 Q4	$1.11M	Hold	11,522	–	–	0.79%	37
2025 Q3	$1.11M	Hold	11,522	–	–	0.8%	36
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	+$946K	0.89%	34

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Pine Haven Investment Counsel's IWR Position: Q2 2026 in Review

Pine Haven Investment Counsel held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 11,522 shares worth $1.27M. The position accounts for 0.85% of the portfolio, ranked #32.

Pine Haven Investment Counsel first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pine Haven Investment Counsel held 11,522 shares of iShares Russell Mid-Cap ETF worth $1.27M as of Q2 2026.
Pine Haven Investment Counsel left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.85% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #32 holding.
Pine Haven Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.