Baron Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $791K | Buy |
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|
2025
Q2 | $704K | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $578K | Hold |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $569K | Buy |
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