Baron Silver Stevens Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.8M | Sell |
112,659
-2,056
| -2% | -$873K | 7.66% | 2 |
|
|
2025
Q1 | $41.4M | Sell |
114,715
-1,946
| -2% | -$703K | 7.25% | 3 |
|
|
2024
Q4 | $46.8M | Buy |
116,661
+1,894
| +2% | +$761K | 7.95% | 2 |
|
|
2024
Q3 | $43.1M | Sell |
114,767
-67
| -0.1% | -$25.2K | 7.52% | 3 |
|
|
2024
Q2 | $41.9M | Sell |
114,834
-712
| -0.6% | -$260K | 7.94% | 2 |
|
|
2024
Q1 | $38.9M | Sell |
115,546
-4,436
| -4% | -$1.5M | 7.53% | 3 |
|
|
2023
Q4 | $36.4M | Sell |
119,982
-8,984
| -7% | -$2.72M | 7.63% | 3 |
|
|
2023
Q3 | $34.3M | Sell |
128,966
-9,209
| -7% | -$2.45M | 7.76% | 2 |
|
|
2023
Q2 | $38M | Buy |
138,175
+16,581
| +14% | +$4.56M | 8.34% | 1 |
|
|
2023
Q1 | $29.7M | Sell |
121,594
-22,975
| -16% | -$5.61M | 7.73% | 4 |
|
|
2022
Q4 | $31M | Buy |
144,569
+164
| +0.1% | +$35.1K | 7.62% | 3 |
|
|
2022
Q3 | $1.25K | Buy |
144,405
+2,879
| +2% | +$25 | 0.34% | 31 |
|
|
2022
Q2 | $31M | Buy |
141,526
+503
| +0.4% | +$110K | 8% | 3 |
|
|
2022
Q1 | $39.2M | Buy |
141,023
+2,100
| +2% | +$583K | 9.18% | 1 |
|
|
2021
Q4 | $42.5M | Sell |
138,923
-2,466
| -2% | -$754K | 10.04% | 1 |
|
|
2021
Q3 | $38.7M | Sell |
141,389
-221
| -0.2% | -$60.6K | 10.33% | 1 |
|
|
2021
Q2 | $38.4M | Buy |
+141,610
| New | +$38.4M | 10.43% | 2 |
|
|
2021
Q1 | – | Sell |
-144,907
| Closed | -$34.9M | – | 251 |
|
|
2020
Q4 | $34.9M | Buy |
+144,907
| New | +$34.9M | 11.96% | 2 |
|