iShares S&P 100 Index shares owned by Baron Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Baron Wealth Management
from 13F filings
Historical chart of Baron Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Baron Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 2.2k | 332.84 |
| 2025-06-30 | $681k | 2.2k | 304.35 |
| 2025-03-31 | $606k | 2.2k | 270.83 |
| 2024-12-31 | $646k | 2.2k | 288.85 |
| 2024-09-30 | $619k | 2.2k | 276.76 |
| 2024-03-31 | $553k | 2.2k | 247.41 |
| 2023-12-31 | $500k | 2.2k | 223.39 |
| 2023-09-30 | $449k | 2.2k | 200.64 |
| 2023-06-30 | $463k | 2.2k | 207.06 |
| 2023-03-31 | $418k | 2.2k | 187.04 |
| 2022-12-31 | $382k | 2.2k | 170.56 |