Baron Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
8,863
-51
| -0.6% | -$4.69K | 0.29% | 43 |
|
|
2025
Q1 | $758K | Sell |
8,914
-221
| -2% | -$18.8K | 0.33% | 43 |
|
|
2024
Q4 | $808K | Buy |
9,135
+28
| +0.3% | +$2.48K | 0.38% | 36 |
|
|
2024
Q3 | $803K | Buy |
9,107
+6
| +0.1% | +$529 | 0.39% | 36 |
|
|
2024
Q2 | $738K | Buy |
9,101
+18
| +0.2% | +$1.46K | 0.38% | 34 |
|
|
2024
Q1 | $764K | Sell |
9,083
-79
| -0.9% | -$6.64K | 0.41% | 30 |
|
|
2023
Q4 | $712K | Buy |
9,162
+61
| +0.7% | +$4.74K | 0.39% | 34 |
|
|
2023
Q3 | $630K | Hold |
9,101
| – | – | 0.4% | 32 |
|
|
2023
Q2 | $665K | Buy |
9,101
+18
| +0.2% | +$1.32K | 0.42% | 31 |
|
|
2023
Q1 | $635K | Buy |
9,083
+16
| +0.2% | +$1.12K | 0.45% | 29 |
|
|
2022
Q4 | $612K | Buy |
+9,067
| New | +$612K | 0.47% | 29 |
|