Baron Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
74,289
+156
| +0.2% | +$33.7K | 9.41% | 2 |
|
|
2025
Q1 | $14.8M | Sell |
74,133
-487
| -0.7% | -$97.2K | 9.3% | 2 |
|
|
2024
Q4 | $16.5M | Sell |
74,620
-1,033
| -1% | -$228K | 10.22% | 2 |
|
|
2024
Q3 | $16.7M | Sell |
75,653
-1,865
| -2% | -$412K | 10.22% | 2 |
|
|
2024
Q2 | $15.7M | Sell |
77,518
-2,847
| -4% | -$578K | 10% | 2 |
|
|
2024
Q1 | $16.9M | Sell |
80,365
-899
| -1% | -$189K | 10.43% | 2 |
|
|
2023
Q4 | $16.3M | Sell |
81,264
-400
| -0.5% | -$80.3K | 10.4% | 2 |
|
|
2023
Q3 | $14.4M | Buy |
81,664
+315
| +0.4% | +$55.7K | 9.38% | 2 |
|
|
2023
Q2 | $15.2M | Sell |
81,349
-295
| -0.4% | -$55.2K | 9.41% | 2 |
|
|
2023
Q1 | $14.6M | Buy |
81,644
+1,328
| +2% | +$237K | 9.22% | 3 |
|
|
2022
Q4 | $14M | Sell |
80,316
-75
| -0.1% | -$13.1K | 9.28% | 3 |
|
|
2022
Q3 | $13.3M | Buy |
80,391
+95
| +0.1% | +$15.7K | 8.93% | 3 |
|
|
2022
Q2 | $13.6M | Buy |
80,296
+305
| +0.4% | +$51.7K | 8.99% | 3 |
|
|
2022
Q1 | $16.4M | Buy |
79,991
+1,815
| +2% | +$373K | 9.53% | 2 |
|
|
2021
Q4 | $17.4M | Buy |
78,176
+665
| +0.9% | +$148K | 9.85% | 1 |
|
|
2021
Q3 | $17M | Buy |
77,511
+730
| +1% | +$160K | 10.29% | 1 |
|
|
2021
Q2 | $17.6M | Sell |
76,781
-678
| -0.9% | -$156K | 10.96% | 1 |
|
|
2021
Q1 | $17.1M | Sell |
77,459
-12,704
| -14% | -$2.81M | 11.79% | 1 |
|
|
2020
Q4 | $17.7M | Sell |
90,163
-4,055
| -4% | -$795K | 14.12% | 1 |
|
|
2020
Q3 | $14.1M | Buy |
+94,218
| New | +$14.1M | 13.26% | 1 |
|