Baldwin Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Hold |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $193K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $163K | Sell |
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|
2020
Q2 | $159K | Sell |
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|
2020
Q1 | $171K | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $236K | Sell |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $199K | Buy |
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|
2018
Q3 | $111K | Buy |
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|
2018
Q2 | $56K | Sell |
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|
2018
Q1 | $57K | Sell |
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|
2017
Q4 | $123K | Sell |
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|
2017
Q3 | $130K | Hold |
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|
2017
Q2 | $123K | Hold |
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|
2017
Q1 | $120K | Sell |
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|
2016
Q4 | $126K | Hold |
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|
2016
Q3 | $116K | Hold |
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|
2016
Q2 | $108K | Sell |
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|
2016
Q1 | $115K | Sell |
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|
2015
Q4 | $212K | Sell |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $258K | Hold |
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|
2015
Q1 | $257K | Sell |
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|
2014
Q4 | $279K | Sell |
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|
2014
Q3 | $298K | Sell |
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|
2014
Q2 | $336K | Hold |
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|
2014
Q1 | $329K | Sell |
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|
2013
Q4 | $369K | Hold |
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|
2013
Q3 | $341K | Hold |
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|
2013
Q2 | $310K | Buy |
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