Baldwin Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$586K	Hold	4,000	–	–	0.04%	137
2026 Q1	$512K	Hold	4,000	–	–	0.04%	143
2025 Q4	$548K	Hold	4,000	–	–	0.04%	150
2025 Q3	$570K	Hold	4,000	–	–	0.04%	145
2025 Q2	$555K	Hold	4,000	–	–	0.04%	140
2025 Q1	$470K	Hold	4,000	–	–	0.03%	148
2024 Q4	$507K	Hold	4,000	–	–	0.04%	148
2024 Q3	$469K	Sell	4,000 -20	-0.5%	-$2.24K	0.03%	205
2024 Q2	$444K	Hold	4,020	–	–	0.03%	152
2024 Q1	$459K	Sell	4,020 -639	-14%	-$69.1K	0.03%	158
2023 Q4	$487K	Hold	4,659	–	–	0.04%	150
2023 Q3	$426K	Hold	4,659	–	–	0.04%	164
2023 Q2	$450K	Hold	4,659	–	–	0.04%	175
2023 Q1	$424K	Hold	4,659	–	–	0.04%	174
2022 Q4	$389K	Hold	4,659	–	–	0.04%	179
2022 Q3	$365K	Hold	4,659	–	–	0.05%	125
2022 Q2	$369K	Hold	4,659	–	–	0.05%	134
2022 Q1	$468K	Buy	4,659 +491	+12%	+$48.9K	0.05%	130
2021 Q4	$480K	Hold	4,168	–	–	0.05%	132
2021 Q3	$467K	Hold	4,168	–	–	0.05%	122
2021 Q2	$472K	Hold	4,168	–	–	0.05%	125
2021 Q1	$425K	Buy	4,168 +98	+2%	+$10.2K	0.05%	122
2020 Q4	$418K	Hold	4,070	–	–	0.05%	118
2020 Q3	$352K	Hold	4,070	–	–	0.05%	124
2020 Q2	$322K	Hold	4,070	–	–	0.05%	125
2020 Q1	$247K	Hold	4,070	–	–	0.04%	132
2019 Q4	$311K	Sell	4,070 -50	-1%	-$3.67K	0.04%	145
2019 Q3	$291K	Sell	4,120 -1,172	-22%	-$84.2K	0.04%	144
2019 Q2	$377K	Buy	5,292 +20	+0.4%	+$1.39K	0.06%	147
2019 Q1	$358K	Hold	5,272	–	–	0.05%	157
2018 Q4	$300K	Buy	5,272 +50	+1%	+$3.04K	0.05%	160
2018 Q3	$354K	Hold	5,222	–	–	0.05%	161
2018 Q2	$331K	Hold	5,222	–	–	0.05%	159
2018 Q1	$321K	Buy	5,222 +50	+1%	+$3.12K	0.05%	160
2017 Q4	$312K	Hold	5,172	–	–	0.05%	164
2017 Q3	$293K	Hold	5,172	–	–	0.05%	164
2017 Q2	$279K	Hold	5,172	–	–	0.04%	168
2017 Q1	$268K	Hold	5,172	–	–	0.04%	170
2016 Q4	$252K	Hold	5,172	–	–	0.05%	164
2016 Q3	$252K	Buy	+5,172	New	+$251K	0.05%	164

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Baldwin Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4,000 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #137.

Baldwin Wealth Partners first reported a position in IWP in Q3 2016 and has held it in 40 quarters since. 579 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Baldwin Wealth Partners held 4,000 shares of iShares Russell Mid-Cap Growth ETF worth $586K as of Q2 2026.
Baldwin Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #137 holding.
Baldwin Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 40 quarters since.
579 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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