Baldwin Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Baldwin Wealth Partners’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-40	Closed	-$6K	–	681
2021 Q4	$6K	Hold	40	–	–	﹤0.01%	542
2021 Q3	$6K	Sell	40 -10	-20%	-$1.45K	﹤0.01%	560
2021 Q2	$8K	Hold	50	–	–	﹤0.01%	548
2021 Q1	$7K	Sell	50 -20	-29%	-$2.86K	﹤0.01%	538
2020 Q4	$8K	Hold	70	–	–	﹤0.01%	471
2020 Q3	$6K	Sell	70 -17	-20%	-$1.55K	﹤0.01%	462
2020 Q2	$8K	Hold	87	–	–	﹤0.01%	441
2020 Q1	$6K	Hold	87	–	–	﹤0.01%	462
2019 Q4	$9K	Hold	87	–	–	﹤0.01%	460
2019 Q3	$8K	Buy	+87	New	+$7.81K	﹤0.01%	464

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldwin Wealth Partners's IWC Position: Q1 2022 in Review

Baldwin Wealth Partners sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 40 shares — an estimated $6K sold.

Baldwin Wealth Partners first reported a position in IWC in Q3 2019 and held it in 10 quarters. The position peaked at $9K in Q4 2019. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

Baldwin Wealth Partners reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 40 iShares Micro-Cap ETF shares in Q1 2022, an estimated $6K.
Baldwin Wealth Partners first reported a position in iShares Micro-Cap ETF in Q3 2019 and held it in 10 quarters.
Baldwin Wealth Partners's iShares Micro-Cap ETF position peaked at $9K in Q4 2019.
222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Baldwin Wealth Partners's 13F filing for Q1 2022, filed 13 Apr 2022.