Baron Silver Stevens Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-583
Closed -$30.4K 121
2022
Q3
$30.4K Sell
583
-438
-43% -$22.8K 8.27% 3
2022
Q2
$212K Buy
+1,021
New +$212K 0.05% 98
2021
Q1
Sell
-640
Closed -$135K 249
2020
Q4
$135K Buy
+640
New +$135K 0.05% 81