White Pine Capital’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
2026
Q1
$1.69M Sell
17,401
-56
-0.3% -$5.59K 0.48% 60
2025
Q4
$1.68M Sell
17,457
-90
-0.5% -$8.65K 0.46% 67
2025
Q3
$1.69M Sell
17,547
-2,367
-12% -$224K 0.49% 61
2025
Q2
$1.83M Hold
19,914
0.58% 51
2025
Q1
$1.69M Sell
19,914
-79
-0.4% -$7.05K 0.59% 51
2024
Q4
$1.77M Buy
19,993
+39
+0.2% +$3.54K 0.6% 47
2024
Q3
$1.76M Buy
19,954
+2,390
+14% +$201K 0.6% 46
2024
Q2
$1.42M Buy
17,564
+153
+0.9% +$12.5K 0.54% 56
2024
Q1
$1.39M Sell
17,411
-1,715
-9% -$136K 0.53% 58
2023
Q4
$1.49M Buy
19,126
+1,603
+9% +$114K 0.57% 53
2023
Q3
$1.21M Sell
17,523
-49
-0.3% -$3.58K 0.49% 65
2023
Q2
$1.28M Sell
17,572
-432
-2% -$30.1K 0.48% 72
2023
Q1
$1.26M Buy
18,004
+1,347
+8% +$95.1K 0.49% 68
2022
Q4
$1.12M Sell
16,657
-1,700
-9% -$115K 0.44% 79
2022
Q3
$1.14M Sell
18,357
-75
-0.4% -$5.16K 0.47% 73
2022
Q2
$1.19M Sell
18,432
-83
-0.4% -$5.91K 0.47% 73
2022
Q1
$1.45M Buy
18,515
+2,190
+13% +$169K 0.45% 72
2021
Q4
$1.35M Sell
16,325
-7
-0% -$575 0.4% 83
2021
Q3
$1.28M Buy
16,332
+223
+1% +$17.9K 0.39% 86
2021
Q2
$1.29M Sell
16,109
-382
-2% -$29.6K 0.38% 88
2021
Q1
$1.22M Hold
16,491
0.39% 91
2020
Q4
$1.13M Buy
16,491
+691
+4% +$44K 0.4% 83
2020
Q3
$907K Sell
15,800
-520
-3% -$29.6K 0.37% 78
2020
Q2
$875K Hold
16,320
0.37% 79
2020
Q1
$705K Sell
16,320
-830
-5% -$45.7K 0.36% 83
2019
Q4
$1.02M Buy
17,150
+430
+3% +$24.7K 0.4% 69
2019
Q3
$935K Buy
16,720
+220
+1% +$12.3K 0.35% 88
2019
Q2
$922K Sell
16,500
-20
-0.1% -$1.1K 0.34% 85
2019
Q1
$891K Sell
16,520
-80
-0.5% -$4.14K 0.33% 90
2018
Q4
$772K Sell
16,600
-80
-0.5% -$4.04K 0.32% 96
2018
Q3
$919K Buy
16,680
+1,200
+8% +$65.8K 0.32% 99
2018
Q2
$821K Buy
15,480
+4,752
+44% +$250K 0.29% 105
2018
Q1
$554K Sell
10,728
-8,152
-43% -$430K 0.2% 141
2017
Q4
$982K Buy
18,880
+3,592
+23% +$182K 0.36% 79
2017
Q3
$754 Sell
15,288
-100
-0.6% -$4.83K ﹤0.01% 115
2017
Q2
$739K Sell
15,388
-220
-1% -$10.4K 0.29% 109
2017
Q1
$730K Sell
15,608
-700
-4% -$32.4K 0.3% 102
2016
Q4
$729K Buy
16,308
+820
+5% +$35.9K 0.31% 96
2016
Q3
$675K Sell
15,488
-1,700
-10% -$73.7K 0.29% 96
2016
Q2
$723K Hold
17,188
0.3% 96
2016
Q1
$700K Buy
17,188
+1,180
+7% +$44.9K 0.3% 101
2015
Q4
$641K Sell
16,008
-500
-3% -$20.4K 0.28% 109
2015
Q3
$642K Buy
16,508
+1,460
+10% +$60.5K 0.3% 100
2015
Q2
$641K Buy
15,048
+40
+0.3% +$1.74K 0.27% 114
2015
Q1
$650K Buy
15,008
+2,580
+21% +$110K 0.26% 117
2014
Q4
$519K Buy
12,428
+2,460
+25% +$99.9K 0.17% 145
2014
Q3
$395K Sell
9,968
-480
-5% -$19.3K 0.13% 168
2014
Q2
$425K Sell
10,448
-200
-2% -$7.8K 0.15% 156
2014
Q1
$412K Sell
10,648
-340
-3% -$12.9K 0.14% 159
2013
Q4
$412K Sell
10,988
-1,160
-10% -$41.9K 0.14% 156
2013
Q3
$422K Buy
12,148
+848
+8% +$29K 0.15% 156
2013
Q2
$367K Buy
+11,300
New +$366K 0.13% 158

Other funds holding IWR

White Pine Capital's IWR Position: Q1 2026 in Review

White Pine Capital reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.32% in Q1 2026, selling an estimated $5.59K and leaving 17,401 shares worth $1.69M. The position accounts for 0.48% of the portfolio, ranked #60.

White Pine Capital first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • White Pine Capital held 17,401 shares of iShares Russell Mid-Cap ETF worth $1.69M as of Q1 2026.
  • White Pine Capital sold 56 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.59K.
  • iShares Russell Mid-Cap ETF made up 0.48% of White Pine Capital's portfolio in Q1 2026, its #60 holding.
  • White Pine Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • White Pine Capital's iShares Russell Mid-Cap ETF position peaked at $1.83M in Q2 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.