Baron Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
61,455
+3,326
| +6% | +$306K | 3.32% | 8 |
|
|
2025
Q1 | $4.95M | Buy |
58,129
+3,429
| +6% | +$292K | 3.11% | 10 |
|
|
2024
Q4 | $4.84M | Buy |
54,700
+170
| +0.3% | +$15K | 3% | 10 |
|
|
2024
Q3 | $4.81M | Buy |
54,530
+463
| +0.9% | +$40.8K | 2.94% | 10 |
|
|
2024
Q2 | $4.38M | Buy |
54,067
+145
| +0.3% | +$11.8K | 2.79% | 10 |
|
|
2024
Q1 | $4.53M | Buy |
53,922
+30
| +0.1% | +$2.52K | 2.8% | 10 |
|
|
2023
Q4 | $4.19M | Buy |
53,892
+2,664
| +5% | +$207K | 2.67% | 12 |
|
|
2023
Q3 | $3.55M | Buy |
51,228
+1,600
| +3% | +$111K | 2.3% | 17 |
|
|
2023
Q2 | $3.62M | Buy |
49,628
+4,245
| +9% | +$310K | 2.24% | 18 |
|
|
2023
Q1 | $3.17M | Buy |
45,383
+5,160
| +13% | +$361K | 2.01% | 18 |
|
|
2022
Q4 | $2.71M | Buy |
40,223
+6,090
| +18% | +$411K | 1.8% | 19 |
|
|
2022
Q3 | $2.12M | Buy |
+34,133
| New | +$2.12M | 1.43% | 26 |
|