ISHARES TR

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

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

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

Q4 2025
Shares 3,001 Value ($000) $631 Avg Close — Range —
Q4 2024
Shares 18,641 Value ($000) $3,451 Avg Close — Range —