Baron Silver Stevens Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Hold |
7,836
| – | – | 0.24% | 51 |
|
|
2025
Q1 | $1.47M | Sell |
7,836
-672
| -8% | -$126K | 0.26% | 50 |
|
|
2024
Q4 | $1.57M | Sell |
8,508
-141
| -2% | -$26.1K | 0.27% | 46 |
|
|
2024
Q3 | $1.64M | Hold |
8,649
| – | – | 0.29% | 42 |
|
|
2024
Q2 | $1.51M | Sell |
8,649
-36
| -0.4% | -$6.28K | 0.29% | 41 |
|
|
2024
Q1 | $1.56M | Sell |
8,685
-287
| -3% | -$51.4K | 0.3% | 40 |
|
|
2023
Q4 | $1.48M | Sell |
8,972
-381
| -4% | -$63K | 0.31% | 38 |
|
|
2023
Q3 | $1.42M | Sell |
9,353
-52
| -0.6% | -$7.89K | 0.32% | 38 |
|
|
2023
Q2 | $1.48M | Buy |
9,405
+225
| +2% | +$35.5K | 0.33% | 36 |
|
|
2023
Q1 | $1.4M | Hold |
9,180
| – | – | 0.36% | 32 |
|
|
2022
Q4 | $1.39M | Buy |
9,180
+1
| +0% | +$152 | 0.34% | 33 |
|
|
2022
Q3 | $244 | Sell |
9,179
-759
| -8% | -$20 | 0.07% | 78 |
|
|
2022
Q2 | $1.44M | Buy |
9,938
+758
| +8% | +$110K | 0.37% | 30 |
|
|
2022
Q1 | $1.52M | Buy |
9,180
+1
| +0% | +$166 | 0.36% | 30 |
|
|
2021
Q4 | $1.54M | Sell |
9,179
-300
| -3% | -$50.4K | 0.36% | 30 |
|
|
2021
Q3 | $1.48M | Sell |
9,479
-684
| -7% | -$107K | 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 | +$1.39M | 0.48% | 24 |
|