Baron Silver Stevens Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Sell |
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|
2025
Q2 | $1.52M | Hold |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.64M | Hold |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.4M | Hold |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $244 | Sell |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.39M | Buy |
|