Baldwin Investment Management’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
2025
Q2
$769K Hold
2025
Q1
$711K Sell
2024
Q4
$754K Buy
2020
Q1
Sell
2019
Q4
$274K Hold
2019
Q3
$257K Hold
2019
Q2
$257K Sell
2019
Q1
$259K Hold
2018
Q4
$223K Sell
2018
Q3
$270K Sell
2018
Q2
$265K Buy