BIM
Baldwin Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
8,363
| – | – | 0.09% | 128 |
|
|
2025
Q1 | $711K | Sell |
8,363
-169
| -2% | -$14.4K | 0.09% | 129 |
|
|
2024
Q4 | $754K | Buy |
+8,532
| New | +$754K | 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% | -$11.2K | 0.07% | 143 |
|
|
2019
Q1 | $259K | Hold |
4,800
| – | – | 0.08% | 144 |
|
|
2018
Q4 | $223K | Buy |
4,800
+3,575
| +292% | +$166K | 0.07% | 143 |
|
|
2018
Q3 | $270K | Sell |
1,225
-25
| -2% | -$5.51K | 0.08% | 143 |
|
|
2018
Q2 | $265K | Buy |
+1,250
| New | +$265K | 0.08% | 148 |
|