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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Sell
2025
Q1
$561K Buy
2024
Q4
$615K Buy
2022
Q1
Sell
2021
Q4
$222 Hold
2021
Q3
$219K Hold
2021
Q2
$229K Hold
2021
Q1
$221K Buy