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Baron Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Baron Financial Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20
Closed -$1.62K – 264
2020
Q3 		$1.62K Buy
+20
New +$1.62K ﹤0.01% 246

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baron Financial Group's IWS Position: Q4 2020 in Review

Baron Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020, closing a stake of 20 shares — an estimated $1.62K sold.

Baron Financial Group first reported a position in IWS in Q3 2020 and held it in 1 quarter. The position peaked at $1.62K in Q3 2020. 630 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

  • Baron Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Baron Financial Group sold 20 iShares Russell Mid-Cap Value ETF shares in Q4 2020, an estimated $1.62K.
  • Baron Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Baron Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $1.62K in Q3 2020.
  • 630 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on Baron Financial Group's 13F filing for Q4 2020, filed 9 Feb 2021.