Baron Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $858K | Buy |
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|
2025
Q2 | $815K | Sell |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $808K | Buy |
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|
2024
Q3 | $803K | Buy |
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|
2024
Q2 | $738K | Buy |
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|
2024
Q1 | $764K | Sell |
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|
2023
Q4 | $712K | Buy |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $612K | Buy |
|