Baron Financial Group
IWD icon

Baron Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Baron Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.68M Sell
10,806
-210
-2% -$53.1K 1.3% 26
2026
Q2 		$2.67M Sell
11,016
-225
-2% -$52.4K 1.27% 27
2026
Q1 		$2.4M Sell
11,241
-215
-2% -$47.1K 1.3% 26
2025
Q4 		$2.41M Sell
11,456
-155
-1% -$32K 1.29% 26
2025
Q3 		$2.36M Sell
11,611
-168
-1% -$33.4K 1.3% 26
2025
Q2 		$2.29M Sell
11,779
-125
-1% -$23.2K 1.34% 26
2025
Q1 		$2.24M Sell
11,904
-215
-2% -$40.9K 1.41% 25
2024
Q4 		$2.24M Sell
12,119
-265
-2% -$50.8K 1.39% 24
2024
Q3 		$2.35M Sell
12,384
-360
-3% -$65.6K 1.44% 25
2024
Q2 		$2.22M Sell
12,744
-285
-2% -$49.8K 1.41% 25
2024
Q1 		$2.33M Sell
13,029
-975
-7% -$165K 1.44% 24
2023
Q4 		$2.31M Sell
14,004
-600
-4% -$92.7K 1.48% 23
2023
Q3 		$2.22M Sell
14,604
-295
-2% -$46.8K 1.44% 24
2023
Q2 		$2.35M Sell
14,899
-906
-6% -$139K 1.45% 23
2023
Q1 		$2.41M Sell
15,805
-1,591
-9% -$246K 1.52% 23
2022
Q4 		$2.64M Buy
17,396
+129
+0.7% +$19.3K 1.75% 21
2022
Q3 		$2.35M Sell
17,267
-100
-0.6% -$15K 1.58% 23
2022
Q2 		$2.52M Sell
17,367
-150
-0.9% -$23.5K 1.66% 20
2022
Q1 		$2.91M Sell
17,517
-270
-2% -$44.3K 1.69% 20
2021
Q4 		$2.99M Sell
17,787
-215
-1% -$35.2K 1.69% 19
2021
Q3 		$2.82M Sell
18,002
-375
-2% -$60.1K 1.71% 19
2021
Q2 		$2.91M Sell
18,377
-770
-4% -$122K 1.81% 19
2021
Q1 		$2.9M Sell
19,147
-610
-3% -$88.3K 2% 18
2020
Q4 		$2.7M Sell
19,757
-620
-3% -$79.5K 2.16% 16
2020
Q3 		$2.41M Buy
+20,377
New +$2.42M 2.26% 16

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Baron Financial Group's IWD Position: Q3 2026 in Review

Baron Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q3 2026, selling an estimated $53.1K and leaving 10,806 shares worth $2.68M. The position accounts for 1.3% of the portfolio, ranked #26.

Baron Financial Group first reported a position in IWD in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.99M in Q4 2021. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Baron Financial Group held 10,806 shares of iShares Russell 1000 Value ETF worth $2.68M as of Q3 2026.
  • Baron Financial Group sold 210 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $53.1K.
  • iShares Russell 1000 Value ETF made up 1.3% of Baron Financial Group's portfolio in Q3 2026, its #26 holding.
  • Baron Financial Group first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's iShares Russell 1000 Value ETF position peaked at $2.99M in Q4 2021.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.