Baldwin Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$94.9K	–	636
2024 Q3	$94.9K	Hold	500	–	–	0.01%	420
2024 Q2	$87.2K	Hold	500	–	–	0.01%	277
2024 Q1	$89.6K	Sell	500 -607	-55%	-$103K	0.01%	285
2023 Q4	$183K	Hold	1,107	–	–	0.01%	216
2023 Q3	$168K	Hold	1,107	–	–	0.01%	241
2023 Q2	$175K	Hold	1,107	–	–	0.01%	251
2023 Q1	$169K	Hold	1,107	–	–	0.01%	253
2022 Q4	$168K	Hold	1,107	–	–	0.02%	254
2022 Q3	$151K	Hold	1,107	–	–	0.02%	198
2022 Q2	$160K	Hold	1,107	–	–	0.02%	209
2022 Q1	$184K	Hold	1,107	–	–	0.02%	215
2021 Q4	$186K	Hold	1,107	–	–	0.02%	207
2021 Q3	$173K	Hold	1,107	–	–	0.02%	211
2021 Q2	$176K	Hold	1,107	–	–	0.02%	210
2021 Q1	$168K	Buy	1,107 +607	+121%	+$87.8K	0.02%	201
2020 Q4	$68K	Hold	500	–	–	0.01%	285
2020 Q3	$59K	Hold	500	–	–	0.01%	276
2020 Q2	$56K	Hold	500	–	–	0.01%	281
2020 Q1	$50K	Hold	500	–	–	0.01%	272
2019 Q4	$68K	Hold	500	–	–	0.01%	278
2019 Q3	$64K	Hold	500	–	–	0.01%	275
2019 Q2	$64K	Hold	500	–	–	0.01%	284
2019 Q1	$62K	Hold	500	–	–	0.01%	280
2018 Q4	$56K	Hold	500	–	–	0.01%	273
2018 Q3	$63K	Hold	500	–	–	0.01%	285
2018 Q2	$61K	Hold	500	–	–	0.01%	292
2018 Q1	$60K	Hold	500	–	–	0.01%	274
2017 Q4	$62K	Hold	500	–	–	0.01%	279
2017 Q3	$59K	Hold	500	–	–	0.01%	276
2017 Q2	$58K	Buy	+500	New	+$57.5K	0.01%	283

Other funds holding IWD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baldwin Wealth Partners's IWD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 500 shares — an estimated $94.9K sold.

Baldwin Wealth Partners first reported a position in IWD in Q2 2017 and held it in 30 quarters. The position peaked at $186K in Q4 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 500 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $94.9K.
Baldwin Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and held it in 30 quarters.
Baldwin Wealth Partners's iShares Russell 1000 Value ETF position peaked at $186K in Q4 2021.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.