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

Baron Silver Stevens Financial Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Sell	5,193 -2,617	-34%	-$573K	0.16%	57
2025 Q4	$1.64M	Hold	7,810	–	–	0.24%	50
2025 Q3	$1.59M	Sell	7,810 -26	-0.3%	-$5.17K	0.23%	51
2025 Q2	$1.52M	Hold	7,836	–	–	0.24%	51
2025 Q1	$1.47M	Sell	7,836 -672	-8%	-$128K	0.26%	50
2024 Q4	$1.57M	Sell	8,508 -141	-2%	-$27K	0.27%	46
2024 Q3	$1.64M	Hold	8,649	–	–	0.29%	42
2024 Q2	$1.51M	Sell	8,649 -36	-0.4%	-$6.29K	0.29%	41
2024 Q1	$1.56M	Sell	8,685 -287	-3%	-$48.6K	0.3%	40
2023 Q4	$1.48M	Sell	8,972 -381	-4%	-$58.8K	0.31%	38
2023 Q3	$1.42M	Sell	9,353 -52	-0.6%	-$8.25K	0.32%	38
2023 Q2	$1.48M	Buy	9,405 +225	+2%	+$34.4K	0.33%	36
2023 Q1	$1.4M	Hold	9,180	–	–	0.36%	32
2022 Q4	$1.39M	Buy	9,180 +1	+0%	+$150	0.34%	33
2022 Q3	$244	Sell	9,179 -759	-8%	-$114K	0.07%	78
2022 Q2	$1.44M	Buy	9,938 +758	+8%	+$119K	0.37%	30
2022 Q1	$1.52M	Buy	9,180 +1	+0%	+$164	0.36%	30
2021 Q4	$1.54M	Sell	9,179 -300	-3%	-$49.2K	0.36%	30
2021 Q3	$1.48M	Sell	9,479 -684	-7%	-$110K	0.4%	29
2021 Q2	$1.61M	Buy	+10,163	New	+$1.61M	0.44%	28
2021 Q1	–	Sell	-10,163	Closed	-$1.39M	–	250
2020 Q4	$1.39M	Buy	+10,163	New	+$1.3M	0.48%	24

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IWD Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 34% in Q1 2026, selling an estimated $573K and leaving 5,193 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #57.

Baron Silver Stevens Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.64M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Baron Silver Stevens Financial Advisors held 5,193 shares of iShares Russell 1000 Value ETF worth $1.11M as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 2,617 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $573K.
iShares Russell 1000 Value ETF made up 0.16% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #57 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 21 quarters since.
Baron Silver Stevens Financial Advisors's iShares Russell 1000 Value ETF position peaked at $1.64M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.