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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$1.17K	–	637
2024 Q3	$1.17K	Hold	7	–	–	﹤0.01%	1000
2024 Q2	$1.07K	Buy	+7	New	+$1.07K	﹤0.01%	716
2023 Q4	–	Sell	-40	Closed	-$5.42K	–	759
2023 Q3	$5.42K	Hold	40	–	–	﹤0.01%	621
2023 Q2	$5.63K	Hold	40	–	–	﹤0.01%	641
2023 Q1	$5.48K	Hold	40	–	–	﹤0.01%	668
2022 Q4	$5.55K	Buy	+40	New	+$5.65K	﹤0.01%	653
2020 Q2	–	Sell	-388	Closed	-$32K	–	542
2020 Q1	$32K	Buy	+388	New	+$43.5K	0.01%	330
2018 Q1	–	Sell	-1,048	Closed	-$132K	–	494
2017 Q4	$132K	Hold	1,048	–	–	0.02%	222
2017 Q3	$130K	Hold	1,048	–	–	0.02%	216
2017 Q2	$125K	Hold	1,048	–	–	0.02%	218
2017 Q1	$124K	Hold	1,048	–	–	0.02%	214
2016 Q4	$125K	Hold	1,048	–	–	0.02%	208
2016 Q3	$110K	Buy	+1,048	New	+$107K	0.02%	220

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2024, closing a stake of 7 shares — an estimated $1.17K sold.

Baldwin Wealth Partners first reported a position in IWN in Q3 2016 and held it in 13 quarters. The position peaked at $132K in Q4 2017. 1,059 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 7 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $1.17K.
Baldwin Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 13 quarters.
Baldwin Wealth Partners's iShares Russell 2000 Value ETF position peaked at $132K in Q4 2017.
1,059 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

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