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Pinney & Scofield’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pinney & Scofield’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$975K Hold
10,600
– – 0.66% 22
2025
Q1 		$902K Hold
10,600
– – 0.65% 22
2024
Q4 		$937K Buy
+10,600
New +$937K 0.71% 22