Baron Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
7,751
-163
| -2% | -$69.2K | 1.93% | 19 |
|
|
2025
Q1 | $2.86M | Sell |
7,914
-356
| -4% | -$129K | 1.8% | 20 |
|
|
2024
Q4 | $3.32M | Sell |
8,270
-140
| -2% | -$56.2K | 2.06% | 19 |
|
|
2024
Q3 | $3.16M | Sell |
8,410
-240
| -3% | -$90.1K | 1.93% | 18 |
|
|
2024
Q2 | $3.15M | Sell |
8,650
-567
| -6% | -$207K | 2% | 18 |
|
|
2024
Q1 | $3.11M | Sell |
9,217
-952
| -9% | -$321K | 1.92% | 18 |
|
|
2023
Q4 | $3.08M | Sell |
10,169
-300
| -3% | -$91K | 1.97% | 17 |
|
|
2023
Q3 | $2.78M | Sell |
10,469
-530
| -5% | -$141K | 1.81% | 20 |
|
|
2023
Q2 | $3.03M | Sell |
10,999
-285
| -3% | -$78.4K | 1.87% | 20 |
|
|
2023
Q1 | $2.76M | Sell |
11,284
-1,116
| -9% | -$273K | 1.75% | 20 |
|
|
2022
Q4 | $2.66M | Sell |
12,400
-42
| -0.3% | -$9K | 1.76% | 20 |
|
|
2022
Q3 | $2.62M | Hold |
12,442
| – | – | 1.76% | 21 |
|
|
2022
Q2 | $2.72M | Sell |
12,442
-110
| -0.9% | -$24.1K | 1.8% | 18 |
|
|
2022
Q1 | $3.48M | Sell |
12,552
-395
| -3% | -$110K | 2.02% | 18 |
|
|
2021
Q4 | $3.96M | Sell |
12,947
-390
| -3% | -$119K | 2.24% | 16 |
|
|
2021
Q3 | $3.65M | Sell |
13,337
-487
| -4% | -$133K | 2.22% | 17 |
|
|
2021
Q2 | $3.75M | Sell |
13,824
-432
| -3% | -$117K | 2.33% | 16 |
|
|
2021
Q1 | $3.46M | Sell |
14,256
-1,528
| -10% | -$371K | 2.39% | 16 |
|
|
2020
Q4 | $3.81M | Sell |
15,784
-1,355
| -8% | -$327K | 3.04% | 13 |
|
|
2020
Q3 | $3.72M | Buy |
+17,139
| New | +$3.72M | 3.49% | 8 |
|