Baron Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.36M | Sell |
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|
2025
Q2 | $2.29M | Sell |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.35M | Sell |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $2.91M | Sell |
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|
2021
Q4 | $2.99M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $2.9M | Sell |
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|
2020
Q4 | $2.7M | Sell |
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|
2020
Q3 | $2.41M | Buy |
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