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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,396	Closed	-$231K	–	247
2025 Q3	$231K	Hold	2,396	–	–	0.02%	213
2025 Q2	$220K	Sell	2,396 -57	-2%	-$4.92K	0.02%	205
2025 Q1	$209K	Sell	2,453 -59	-2%	-$5.26K	0.01%	214
2024 Q4	$222K	Sell	2,512 -4,574	-65%	-$415K	0.02%	217
2024 Q3	$625K	Hold	7,086	–	–	0.04%	170
2024 Q2	$575K	Sell	7,086 -684	-9%	-$55.7K	0.04%	131
2024 Q1	$653K	Sell	7,770 -237	-3%	-$18.8K	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%	-$3.77K	0.05%	132
2021 Q4	$486K	Hold	5,856	–	–	0.05%	131
2021 Q3	$458K	Buy	5,856 +100	+2%	+$8.01K	0.05%	126
2021 Q2	$456K	Sell	5,756 -25	-0.4%	-$1.94K	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%	-$2.51K	0.05%	126
2020 Q1	$252K	Hold	5,831	–	–	0.04%	131
2019 Q4	$348K	Buy	5,831 +140	+2%	+$8.04K	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%	-$110K	0.05%	163
2019 Q1	$422K	Buy	7,814 +2,002	+34%	+$104K	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%	-$72.6K	0.05%	164
2018 Q1	$371K	Buy	7,192 +2,864	+66%	+$151K	0.06%	147
2017 Q4	$225K	Sell	4,328 -396	-8%	-$20.1K	0.04%	187
2017 Q3	$233K	Sell	4,724 -100	-2%	-$4.83K	0.04%	180
2017 Q2	$232K	Hold	4,824	–	–	0.04%	177
2017 Q1	$226K	Buy	4,824 +1,000	+26%	+$46.4K	0.04%	179
2016 Q4	$171K	Sell	3,824 -1,200	-24%	-$52.5K	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%	196
2015 Q4	$201K	Buy	+5,024	New	+$205K	0.03%	212
2015 Q3	–	Sell	-5,024	Closed	-$214K	–	250
2015 Q2	$214K	Sell	5,024 -260	-5%	-$11.3K	0.03%	220
2015 Q1	$229K	Hold	5,284	–	–	0.03%	216
2014 Q4	$221K	Sell	5,284 -2,024	-28%	-$82.2K	0.03%	223
2014 Q3	$289K	Hold	7,308	–	–	0.04%	212
2014 Q2	$297K	Sell	7,308 -160	-2%	-$6.24K	0.04%	200
2014 Q1	$289K	Hold	7,468	–	–	0.05%	200
2013 Q4	$280K	Hold	7,468	–	–	0.05%	198
2013 Q3	$260K	Sell	7,468 -360	-5%	-$12.3K	0.05%	200
2013 Q2	$254K	Buy	+7,828	New	+$254K	0.05%	190

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baldwin Wealth Partners's IWR Position: Q4 2025 in Review

Baldwin Wealth Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 2,396 shares — an estimated $231K sold.

Baldwin Wealth Partners first reported a position in IWR in Q2 2013 and held it in 49 quarters. The position peaked at $653K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Baldwin Wealth Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 2,396 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $231K.
Baldwin Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 49 quarters.
Baldwin Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $653K in Q1 2024.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Baldwin Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.