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Baldwin Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Baldwin Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Hold
5,162
– – 0.1% 98
2026
Q1 		$1.28M Sell
5,162
-355
-6% -$91.6K 0.09% 99
2025
Q4 		$1.36M Hold
5,517
– – 0.09% 101
2025
Q3 		$1.33M Hold
5,517
– – 0.09% 97
2025
Q2 		$1.19M Sell
5,517
-92
-2% -$18.5K 0.08% 95
2025
Q1 		$1.12M Hold
5,609
– – 0.08% 96
2024
Q4 		$1.24M Hold
5,609
– – 0.09% 98
2024
Q3 		$1.24M Buy
5,609
+4,660
+491% +$997K 0.08% 116
2024
Q2 		$193K Sell
949
-341
-26% -$68.9K 0.02% 203
2024
Q1 		$271K Sell
1,290
-613
-32% -$122K 0.02% 191
2023
Q4 		$382K Sell
1,903
-69
-3% -$12.4K 0.03% 167
2023
Q3 		$349K Hold
1,972
– – 0.03% 180
2023
Q2 		$369K Hold
1,972
– – 0.03% 190
2023
Q1 		$352K Sell
1,972
-10
-0.5% -$1.84K 0.03% 191
2022
Q4 		$346K Hold
1,982
– – 0.03% 189
2022
Q3 		$327K Hold
1,982
– – 0.05% 133
2022
Q2 		$336K Hold
1,982
– – 0.04% 141
2022
Q1 		$407K Buy
1,982
+25
+1% +$5.1K 0.04% 137
2021
Q4 		$435K Buy
1,957
+85
+5% +$19.2K 0.04% 140
2021
Q3 		$410K Buy
1,872
+264
+16% +$58.5K 0.05% 136
2021
Q2 		$369K Buy
1,608
+228
+17% +$51.3K 0.04% 146
2021
Q1 		$305K Buy
1,380
+294
+27% +$64.2K 0.04% 143
2020
Q4 		$213K Hold
1,086
– – 0.03% 167
2020
Q3 		$163K Sell
1,086
-30
-3% -$4.51K 0.02% 172
2020
Q2 		$159K Sell
1,116
-380
-25% -$49.9K 0.02% 173
2020
Q1 		$171K Sell
1,496
-145
-9% -$21.6K 0.03% 160
2019
Q4 		$272K Buy
1,641
+150
+10% +$23.7K 0.04% 151
2019
Q3 		$226K Sell
1,491
-25
-2% -$3.82K 0.03% 160
2019
Q2 		$236K Sell
1,516
-677
-31% -$104K 0.03% 188
2019
Q1 		$335K Buy
2,193
+702
+47% +$105K 0.05% 162
2018
Q4 		$199K Buy
1,491
+831
+126% +$124K 0.03% 190
2018
Q3 		$111K Buy
660
+320
+94% +$54K 0.02% 242
2018
Q2 		$56K Sell
340
-35
-9% -$5.6K 0.01% 303
2018
Q1 		$57K Sell
375
-430
-53% -$66.4K 0.01% 280
2017
Q4 		$123K Sell
805
-70
-8% -$10.5K 0.02% 229
2017
Q3 		$130K Hold
875
– – 0.02% 215
2017
Q2 		$123K Hold
875
– – 0.02% 220
2017
Q1 		$120K Sell
875
-60
-6% -$8.2K 0.02% 217
2016
Q4 		$126K Hold
935
– – 0.02% 206
2016
Q3 		$116K Hold
935
– – 0.02% 216
2016
Q2 		$108K Sell
935
-100
-10% -$11.3K 0.02% 202
2016
Q1 		$115K Sell
1,035
-850
-45% -$88K 0.02% 225
2015
Q4 		$212K Sell
1,885
-185
-9% -$21.3K 0.03% 210
2015
Q3 		$226K Hold
2,070
– – 0.04% 209
2015
Q2 		$258K Hold
2,070
– – 0.04% 208
2015
Q1 		$257K Sell
2,070
-261
-11% -$31.5K 0.04% 209
2014
Q4 		$279K Sell
2,331
-394
-14% -$45.1K 0.04% 206
2014
Q3 		$298K Sell
2,725
-100
-4% -$11.4K 0.04% 209
2014
Q2 		$336K Hold
2,825
– – 0.05% 191
2014
Q1 		$329K Sell
2,825
-370
-12% -$42.7K 0.05% 192
2013
Q4 		$369K Hold
3,195
– – 0.06% 180
2013
Q3 		$341K Hold
3,195
– – 0.06% 179
2013
Q2 		$310K Buy
+3,195
New +$305K 0.06% 177

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Baldwin Wealth Partners's IWM Position: Q2 2026 in Review

Baldwin Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,162 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #98.

Baldwin Wealth Partners first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Baldwin Wealth Partners held 5,162 shares of iShares Russell 2000 ETF worth $1.55M as of Q2 2026.
  • Baldwin Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.1% of Baldwin Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Baldwin Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.