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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$2.35K	0.03%	205
2024 Q2	$444K	Hold	4,020	–	–	0.03%	152
2024 Q1	$459K	Sell	4,020 -639	-14%	-$72.9K	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%	+$49.3K	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%	+$9.99K	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%	-$3.82K	0.04%	145
2019 Q3	$291K	Sell	4,120 -1,172	-22%	-$82.8K	0.04%	144
2019 Q2	$377K	Buy	5,292 +20	+0.4%	+$1.43K	0.06%	147
2019 Q1	$358K	Hold	5,272	–	–	0.05%	157
2018 Q4	$300K	Buy	5,272 +50	+1%	+$2.85K	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%	+$3.07K	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	+$252K	0.05%	164