Baldwin Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$813K	Hold	8,363	–	–	0.1%	120
2025 Q4	$805K	Hold	8,363	–	–	0.09%	125
2025 Q3	$807K	Hold	8,363	–	–	0.09%	125
2025 Q2	$769K	Hold	8,363	–	–	0.09%	128
2025 Q1	$711K	Sell	8,363 -169	-2%	-$15.1K	0.09%	129
2024 Q4	$754K	Buy	+8,532	New	+$774K	0.1%	116
2020 Q1	–	Sell	-4,600	Closed	-$274K	–	150
2019 Q4	$274K	Hold	4,600	–	–	0.07%	144
2019 Q3	$257K	Hold	4,600	–	–	0.07%	144
2019 Q2	$257K	Sell	4,600 -200	-4%	-$11K	0.07%	143
2019 Q1	$259K	Hold	4,800	–	–	0.08%	144
2018 Q4	$223K	Sell	4,800 -100	-2%	-$5.04K	0.07%	143
2018 Q3	$270K	Sell	4,900 -100	-2%	-$5.48K	0.08%	143
2018 Q2	$265K	Buy	+5,000	New	+$263K	0.08%	148

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Investment Management's IWR Position: Q1 2026 in Review

Baldwin Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 8,363 shares worth $813K. The position accounts for 0.1% of the portfolio, ranked #120.

Baldwin Investment Management first reported a position in IWR in Q2 2018 and has held it in 13 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Baldwin Investment Management held 8,363 shares of iShares Russell Mid-Cap ETF worth $813K as of Q1 2026.
Baldwin Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Baldwin Investment Management's portfolio in Q1 2026, its #120 holding.
Baldwin Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 13 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.