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iShares Russell 1000 Value Index shares owned by Baron Wealth Management

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

Historical chart of Baron Wealth Management investment in iShares Russell 1000 Value Index

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0013.451007M3.4510075M3.451008M3.4510085M3.451009M18.64k18.6405k18.641k18.6415k18.642k
Value ($)Share countHistorical IWD position of Baron Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 1000 Value Index held by Baron Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 19k 185.13