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iShares Russell 1000 Value Index shares owned by Baron Financial Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Baron Financial Group from 13F filings

Historical chart of Baron Financial Group investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Baron Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 14k 165.25
2023-09-30 $2.2M 15k 151.82
2023-06-30 $2.4M 15k 157.83
2023-03-31 $2.4M 16k 152.26
2022-12-31 $2.6M 17k 151.65
2022-09-30 $2.3M 17k 135.98
2022-06-30 $2.5M 17k 144.97
2022-03-31 $2.9M 18k 165.98
2021-12-31 $3.0M 18k 167.93
2021-09-30 $2.8M 18k 156.51
2021-06-30 $2.9M 18k 158.62
2021-03-31 $2.9M 19k 151.55
2020-12-31 $2.7M 20k 136.73
2020-09-30 $2.4M 20k 118.13