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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
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% -$23.1K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Baron Financial Group's IWD Position: Q2 2026 in Review

Baron Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $52.4K and leaving 11,016 shares worth $2.67M. The position accounts for 1.27% of the portfolio, ranked #27.

Baron Financial Group first reported a position in IWD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.99M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Baron Financial Group held 11,016 shares of iShares Russell 1000 Value ETF worth $2.67M as of Q2 2026.
  • Baron Financial Group sold 225 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $52.4K.
  • iShares Russell 1000 Value ETF made up 1.27% of Baron Financial Group's portfolio in Q2 2026, its #27 holding.
  • Baron Financial Group first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares Russell 1000 Value ETF position peaked at $2.99M in Q4 2021.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.