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

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