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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	2,396 -57	-2%	-$5.24K	0.02%	205
2025 Q1	$209K	Sell	2,453 -59	-2%	-$5.02K	0.01%	214
2024 Q4	$222K	Sell	2,512 -4,574	-65%	-$404K	0.02%	217
2024 Q3	$625K	Hold	7,086	–	–	0.04%	170
2024 Q2	$575K	Sell	7,086 -684	-9%	-$55.5K	0.04%	131
2024 Q1	$653K	Sell	7,770 -237	-3%	-$19.9K	0.05%	127
2023 Q4	$622K	Hold	8,007	–	–	0.05%	132
2023 Q3	$554K	Hold	8,007	–	–	0.05%	138
2023 Q2	$585K	Hold	8,007	–	–	0.05%	142
2023 Q1	$560K	Hold	8,007	–	–	0.05%	142
2022 Q4	$540K	Buy	8,007 +2,200	+38%	+$148K	0.05%	148
2022 Q3	$361K	Hold	5,807	–	–	0.05%	126
2022 Q2	$375K	Hold	5,807	–	–	0.05%	132
2022 Q1	$453K	Sell	5,807 -49	-0.8%	-$3.82K	0.05%	132
2021 Q4	$486K	Hold	5,856	–	–	0.05%	131
2021 Q3	$458K	Buy	5,856 +100	+2%	+$7.82K	0.05%	126
2021 Q2	$456K	Sell	5,756 -25	-0.4%	-$1.98K	0.05%	130
2021 Q1	$427K	Hold	5,781	–	–	0.05%	120
2020 Q4	$396K	Hold	5,781	–	–	0.05%	123
2020 Q3	$332K	Hold	5,781	–	–	0.05%	129
2020 Q2	$310K	Sell	5,781 -50	-0.9%	-$2.68K	0.05%	126
2020 Q1	$252K	Hold	5,831	–	–	0.04%	131
2019 Q4	$348K	Buy	5,831 +140	+2%	+$8.36K	0.05%	137
2019 Q3	$318K	Sell	5,691 -125	-2%	-$6.99K	0.05%	137
2019 Q2	$325K	Sell	5,816 -1,998	-26%	-$112K	0.05%	163
2019 Q1	$422K	Buy	7,814 +2,002	+34%	+$108K	0.06%	139
2018 Q4	$270K	Hold	5,812	–	–	0.05%	169
2018 Q3	$320K	Hold	5,812	–	–	0.04%	168
2018 Q2	$308K	Sell	5,812 -1,380	-19%	-$73.1K	0.05%	164
2018 Q1	$371K	Buy	7,192 +2,864	+66%	+$148K	0.06%	147
2017 Q4	$225K	Sell	4,328 -396	-8%	-$20.6K	0.04%	187
2017 Q3	$233K	Sell	4,724 -100	-2%	-$4.93K	0.04%	180
2017 Q2	$232K	Hold	4,824	–	–	0.04%	177
2017 Q1	$226K	Buy	4,824 +1,000	+26%	+$46.8K	0.04%	179
2016 Q4	$171K	Sell	3,824 -1,200	-24%	-$53.7K	0.03%	187
2016 Q3	$219K	Hold	5,024	–	–	0.04%	171
2016 Q2	$211K	Hold	5,024	–	–	0.04%	162
2016 Q1	$205K	Hold	5,024	–	–	0.04%	195
2015 Q4	$201K	Buy	+5,024	New	+$201K	0.03%	212
2015 Q3	–	Sell	-5,024	Closed	-$214K	–	250
2015 Q2	$214K	Sell	5,024 -260	-5%	-$11.1K	0.03%	220
2015 Q1	$229K	Hold	5,284	–	–	0.03%	216
2014 Q4	$221K	Sell	5,284 -2,024	-28%	-$84.7K	0.03%	222
2014 Q3	$289K	Hold	7,308	–	–	0.04%	211
2014 Q2	$297K	Sell	7,308 -160	-2%	-$6.5K	0.04%	199
2014 Q1	$289K	Hold	7,468	–	–	0.05%	199
2013 Q4	$280K	Hold	7,468	–	–	0.05%	197
2013 Q3	$260K	Sell	7,468 -360	-5%	-$12.5K	0.05%	199
2013 Q2	$254K	Buy	+7,828	New	+$254K	0.05%	190