BIM
Baldwin Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
2,312
-500
| -18% | -$108K | 0.06% | 148 |
|
|
2025
Q1 | $561K | Buy |
2,812
+29
| +1% | +$5.79K | 0.07% | 143 |
|
|
2024
Q4 | $615K | Buy |
+2,783
| New | +$615K | 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 | +$221K | 0.04% | 231 |
|