Baron Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $744K | Hold |
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|
2025
Q2 | $681K | Hold |
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|
2025
Q1 | $606K | Hold |
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|
2024
Q4 | $646K | Hold |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $591K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $382K | Buy |
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