Baron Wealth Management’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 Q1	–	Sell	-18,641	Closed	-$3.45M	–	227
2024 Q4	$3.45M	Buy	+18,641	New	+$3.45M	1.62%	9