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	-$222	–	250
2021 Q4	$222	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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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. 1,115 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.
1,115 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.