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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19	Closed	-$2.51K	–	638
2024 Q3	$2.51K	Hold	19	–	–	﹤0.01%	929
2024 Q2	$2.29K	Buy	+19	New	+$2.31K	﹤0.01%	650
2018 Q1	–	Sell	-944	Closed	-$84K	–	496
2017 Q4	$84K	Hold	944	–	–	0.01%	259
2017 Q3	$80K	Hold	944	–	–	0.01%	251
2017 Q2	$79K	Hold	944	–	–	0.01%	257
2017 Q1	$78K	Hold	944	–	–	0.01%	259
2016 Q4	$76K	Hold	944	–	–	0.01%	257
2016 Q3	$72K	Buy	+944	New	+$72K	0.01%	268

Other funds holding IWS

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

FCBT

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Baldwin Wealth Partners's IWS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2024, closing a stake of 19 shares — an estimated $2.51K sold.

Baldwin Wealth Partners first reported a position in IWS in Q3 2016 and held it in 8 quarters. The position peaked at $84K in Q4 2017. 948 funds tracked by Wall St. Rank hold IWS as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 19 iShares Russell Mid-Cap Value ETF shares in Q4 2024, an estimated $2.51K.
Baldwin Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2016 and held it in 8 quarters.
Baldwin Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $84K in Q4 2017.
948 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.