ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 11,456 Value ($000) $2,410 Avg Close — Range —
Q3 2025
Shares 11,611 Value ($000) $2,364 Avg Close — Range —
Q2 2025
Shares 11,779 Value ($000) $2,288 Avg Close — Range —
Q1 2025
Shares 11,904 Value ($000) $2,240 Avg Close — Range —
Q4 2024
Shares 12,119 Value ($000) $2,244 Avg Close — Range —
Q3 2024
Shares 12,384 Value ($000) $2,350 Avg Close — Range —
Q2 2024
Shares 12,744 Value ($000) $2,223 Avg Close — Range —
Q1 2024
Shares 13,029 Value ($000) $2,334 Avg Close — Range —
Q4 2023
Shares 14,004 Value ($000) $2,314 Avg Close — Range —
Q3 2023
Shares 14,604 Value ($000) $2,217 Avg Close — Range —
Q2 2023
Shares 14,899 Value ($000) $2,352 Avg Close — Range —
Q1 2023
Shares 15,805 Value ($000) $2,406 Avg Close — Range —
Q4 2022
Shares 17,396 Value ($000) $2,638 Avg Close — Range —
Q3 2022
Shares 17,267 Value ($000) $2,348 Avg Close — Range —
Q2 2022
Shares 17,367 Value ($000) $2,517,697 Avg Close — Range —
Q1 2022
Shares 17,517 Value ($000) $2,907,476 Avg Close — Range —
Q4 2021
Shares 17,787 Value ($000) $2,986,975 Avg Close — Range —
Q3 2021
Shares 18,002 Value ($000) $2,817,497 Avg Close — Range —
Q2 2021
Shares 18,377 Value ($000) $2,914,963 Avg Close — Range —
Q1 2021
Shares 19,147 Value ($000) $2,901,731 Avg Close — Range —
Q4 2020
Shares 19,757 Value ($000) $2,701,378 Avg Close — Range —
Q3 2020
Shares 20,377 Value ($000) $2,407,138 Avg Close — Range —