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Baron Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baron Financial Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61M Sell
29,072
-440
-1% -$53K 1.72% 20
2026
Q1 		$3.15M Sell
29,512
-440
-1% -$49.9K 1.7% 21
2025
Q4 		$3.54M Sell
29,952
-360
-1% -$42.6K 1.9% 19
2025
Q3 		$3.55M Sell
30,312
-692
-2% -$77.1K 1.94% 19
2025
Q2 		$3.29M Sell
31,004
-652
-2% -$62.3K 1.93% 19
2025
Q1 		$2.86M Sell
31,656
-1,424
-4% -$140K 1.8% 20
2024
Q4 		$3.32M Sell
33,080
-560
-2% -$55.1K 2.06% 19
2024
Q3 		$3.16M Sell
33,640
-960
-3% -$87K 1.93% 18
2024
Q2 		$3.15M Sell
34,600
-2,268
-6% -$194K 2% 18
2024
Q1 		$3.11M Sell
36,868
-3,808
-9% -$307K 1.92% 18
2023
Q4 		$3.08M Sell
40,676
-1,200
-3% -$84.9K 1.97% 17
2023
Q3 		$2.78M Sell
41,876
-2,120
-5% -$146K 1.81% 20
2023
Q2 		$3.03M Sell
43,996
-1,140
-3% -$72.5K 1.87% 20
2023
Q1 		$2.76M Sell
45,136
-4,464
-9% -$257K 1.75% 20
2022
Q4 		$2.66M Sell
49,600
-168
-0.3% -$9.24K 1.76% 20
2022
Q3 		$2.62M Hold
49,768
– – 1.76% 21
2022
Q2 		$2.72M Sell
49,768
-440
-0.9% -$26.4K 1.8% 18
2022
Q1 		$3.48M Sell
50,208
-1,580
-3% -$108K 2.02% 18
2021
Q4 		$3.96M Sell
51,788
-1,560
-3% -$116K 2.24% 16
2021
Q3 		$3.65M Sell
53,348
-1,948
-4% -$138K 2.22% 17
2021
Q2 		$3.75M Sell
55,296
-1,728
-3% -$111K 2.33% 16
2021
Q1 		$3.46M Sell
57,024
-6,112
-10% -$372K 2.39% 16
2020
Q4 		$3.81M Sell
63,136
-5,420
-8% -$308K 3.04% 13
2020
Q3 		$3.72M Buy
+68,556
New +$3.61M 3.49% 8

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Baron Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $53K and leaving 29,072 shares worth $3.61M. The position accounts for 1.72% of the portfolio, ranked #20.

Baron Financial Group first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.96M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Baron Financial Group held 29,072 shares of iShares Russell 1000 Growth ETF worth $3.61M as of Q2 2026.
  • Baron Financial Group sold 440 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $53K.
  • iShares Russell 1000 Growth ETF made up 1.72% of Baron Financial Group's portfolio in Q2 2026, its #20 holding.
  • Baron Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.96M in Q4 2021.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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