Baldwin Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $570K | Hold |
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|
2025
Q2 | $555K | Hold |
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|
2025
Q1 | $470K | Hold |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $444K | Hold |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $487K | Hold |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $425K | Buy |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $322K | Hold |
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|
2020
Q1 | $247K | Hold |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $377K | Buy |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $331K | Hold |
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|
2018
Q1 | $321K | Buy |
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|
2017
Q4 | $312K | Hold |
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|
2017
Q3 | $293K | Hold |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $268K | Hold |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $252K | Buy |
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