Baron Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
3,260
+6
| +0.2% | +$1.3K | 0.25% | 55 |
|
|
2025
Q1 | $649K | Buy |
3,254
+6
| +0.2% | +$1.2K | 0.29% | 51 |
|
|
2024
Q4 | $718K | Buy |
3,248
+9
| +0.3% | +$1.99K | 0.34% | 41 |
|
|
2024
Q3 | $715K | Buy |
3,239
+10
| +0.3% | +$2.21K | 0.34% | 43 |
|
|
2024
Q2 | $655K | Buy |
3,229
+8
| +0.2% | +$1.62K | 0.34% | 40 |
|
|
2024
Q1 | $677K | Sell |
3,221
-311
| -9% | -$65.4K | 0.36% | 43 |
|
|
2023
Q4 | $709K | Buy |
3,532
+262
| +8% | +$52.6K | 0.39% | 35 |
|
|
2023
Q3 | $578K | Hold |
3,270
| – | – | 0.37% | 40 |
|
|
2023
Q2 | $612K | Buy |
3,270
+3
| +0.1% | +$562 | 0.39% | 37 |
|
|
2023
Q1 | $583K | Buy |
3,267
+4
| +0.1% | +$714 | 0.41% | 35 |
|
|
2022
Q4 | $569K | Buy |
+3,263
| New | +$569K | 0.44% | 32 |
|