Baldwin Investment Management, LLC Ishares Russell Mid Cap ETF Transaction History

Baldwin Investment Management, LLC

$843 Million
Q3 2025

A detailed history of Baldwin Investment Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Baldwin Investment Management, LLC holds 8,363 shares of IWR stock, worth $791,307. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,363

Previous 8,363 -0.0%

Holding current value

$791,307

Previous $769,000 4.94%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$82.81 - $92.93 $13,994 - $15,705	-169 Reduced 1.98%	8,363 $711,000
Q4 2024 Feb 14, 2025	BUY	$87.25 - $95.52 $744,417 - $814,976	8,532 New	8,532 $754,000
Q1 2020 May 12, 2020	SELL	$36.81 - $61.96 $169,326 - $285,016	-4,600 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	$52.53 - $56.11 $10,506 - $11,222	-200 Reduced 4.17%	4,600 $257,000
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $156,227 - $196,446	3,575 Added 291.84%	4,800 $223,000

Q3 2018 Nov 09, 2018	SELL	$52.87 - $56.02 $1,321 - $1,400	-25 Reduced 2.0%	1,225 $270,000
Q2 2018 Aug 15, 2018	BUY	$50.43 - $54.42 $63,037 - $68,025	1,250 New	1,250 $265,000

Others Institutions Holding IWR

# of Institutions

1,652

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldwin Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Account

Baldwin Investment Management, LLC Ishares Russell Mid Cap ETF Transaction History