Baldwin Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $248K | Hold |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $199K | Hold |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $128K | Hold |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $102K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $69K | Sell |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $125K | Hold |
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|
2017
Q4 | $124K | Hold |
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|
2017
Q3 | $115K | Sell |
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|
2017
Q2 | $168K | Buy |
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|
2017
Q1 | $56K | Hold |
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|
2016
Q4 | $51K | Hold |
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|
2016
Q3 | $51K | Buy |
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