Baron Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
11,779
-125
| -1% | -$24.3K | 1.34% | 26 |
|
|
2025
Q1 | $2.24M | Sell |
11,904
-215
| -2% | -$40.5K | 1.41% | 25 |
|
|
2024
Q4 | $2.24M | Sell |
12,119
-265
| -2% | -$49.1K | 1.39% | 24 |
|
|
2024
Q3 | $2.35M | Sell |
12,384
-360
| -3% | -$68.3K | 1.44% | 25 |
|
|
2024
Q2 | $2.22M | Sell |
12,744
-285
| -2% | -$49.7K | 1.41% | 25 |
|
|
2024
Q1 | $2.33M | Sell |
13,029
-975
| -7% | -$175K | 1.44% | 24 |
|
|
2023
Q4 | $2.31M | Sell |
14,004
-600
| -4% | -$99.2K | 1.48% | 23 |
|
|
2023
Q3 | $2.22M | Sell |
14,604
-295
| -2% | -$44.8K | 1.44% | 24 |
|
|
2023
Q2 | $2.35M | Sell |
14,899
-906
| -6% | -$143K | 1.45% | 23 |
|
|
2023
Q1 | $2.41M | Sell |
15,805
-1,591
| -9% | -$242K | 1.52% | 23 |
|
|
2022
Q4 | $2.64M | Buy |
17,396
+129
| +0.7% | +$19.6K | 1.75% | 21 |
|
|
2022
Q3 | $2.35M | Sell |
17,267
-100
| -0.6% | -$13.6K | 1.58% | 23 |
|
|
2022
Q2 | $2.52M | Sell |
17,367
-150
| -0.9% | -$21.7K | 1.66% | 20 |
|
|
2022
Q1 | $2.91M | Sell |
17,517
-270
| -2% | -$44.8K | 1.69% | 20 |
|
|
2021
Q4 | $2.99M | Sell |
17,787
-215
| -1% | -$36.1K | 1.69% | 19 |
|
|
2021
Q3 | $2.82M | Sell |
18,002
-375
| -2% | -$58.7K | 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% | -$92.4K | 2% | 18 |
|
|
2020
Q4 | $2.7M | Sell |
19,757
-620
| -3% | -$84.8K | 2.16% | 16 |
|
|
2020
Q3 | $2.41M | Buy |
+20,377
| New | +$2.41M | 2.26% | 16 |
|