Baldwin Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Baldwin Investment Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$757K	Buy	2,519 +1	+0%	+$281	0.07%	137
2026 Q1	$624K	Buy	2,518 +206	+9%	+$53.1K	0.07%	143
2025 Q4	$569K	Hold	2,312	–	–	0.06%	148
2025 Q3	$559K	Hold	2,312	–	–	0.06%	145
2025 Q2	$499K	Sell	2,312 -500	-18%	-$101K	0.06%	148
2025 Q1	$561K	Buy	2,812 +29	+1%	+$6.29K	0.07%	143
2024 Q4	$615K	Buy	+2,783	New	+$635K	0.08%	132
2022 Q1	–	Sell	-1,000	Closed	-$222K	–	250
2021 Q4	$222K	Hold	1,000	–	–	0.03%	235
2021 Q3	$219K	Hold	1,000	–	–	0.04%	234
2021 Q2	$229K	Hold	1,000	–	–	0.04%	229
2021 Q1	$221K	Buy	+1,000	New	+$218K	0.04%	231

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baldwin Investment Management's IWM Position: Q2 2026 in Review

Baldwin Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q2 2026, buying an estimated $281 and bringing the position to 2,519 shares worth $757K. The position accounts for 0.07% of the portfolio, ranked #137.

Baldwin Investment Management first reported a position in IWM in Q1 2021 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Baldwin Investment Management held 2,519 shares of iShares Russell 2000 ETF worth $757K as of Q2 2026.
Baldwin Investment Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.07% of Baldwin Investment Management's portfolio in Q2 2026, its #137 holding.
Baldwin Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.