Baldwin Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Hold |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $622K | Hold |
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|
2023
Q3 | $554K | Hold |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $560K | Hold |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $361K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $486K | Hold |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $318K | Sell |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | $270K | Hold |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $308K | Sell |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $225K | Sell |
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|
2017
Q3 | $233K | Sell |
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|
2017
Q2 | $232K | Hold |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | $171K | Sell |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $211K | Hold |
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|
2016
Q1 | $205K | Hold |
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|
2015
Q4 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $214K | Sell |
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|
2015
Q1 | $229K | Hold |
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|
2014
Q4 | $221K | Sell |
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|
2014
Q3 | $289K | Hold |
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|
2014
Q2 | $297K | Sell |
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|
2014
Q1 | $289K | Hold |
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|
2013
Q4 | $280K | Hold |
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|
2013
Q3 | $260K | Sell |
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|
2013
Q2 | $254K | Buy |
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