ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 28,825 Value ($000) $3,553 Avg Close — Range —
Q3 2025
Shares 28,809 Value ($000) $3,478 Avg Close — Range —
Q2 2025
Shares 28,784 Value ($000) $3,169 Avg Close — Range —
Q1 2025
Shares 28,757 Value ($000) $2,670 Avg Close — Range —
Q4 2024
Shares 28,931 Value ($000) $2,937 Avg Close — Range —
Q3 2024
Shares 28,895 Value ($000) $2,767 Avg Close — Range —
Q2 2024
Shares 29,137 Value ($000) $2,696 Avg Close — Range —
Q1 2024
Shares 29,259 Value ($000) $2,471 Avg Close — Range —
Q4 2023
Shares 31,276 Value ($000) $2,349 Avg Close — Range —
Q3 2023
Shares 31,103 Value ($000) $2,128 Avg Close — Range —
Q2 2023
Shares 31,103 Value ($000) $2,192 Avg Close — Range —
Q1 2023
Shares 31,039 Value ($000) $1,983 Avg Close — Range —
Q4 2022
Shares 54,221 Value ($000) $3,172 Avg Close — Range —