ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 73,743 Value ($000) $18,153 Avg Close — Range —
Q3 2025
Shares 74,035 Value ($000) $17,914 Avg Close — Range —
Q2 2025
Shares 74,289 Value ($000) $16,031 Avg Close — Range —
Q1 2025
Shares 74,133 Value ($000) $14,789 Avg Close — Range —
Q4 2024
Shares 74,620 Value ($000) $16,488 Avg Close — Range —
Q3 2024
Shares 75,653 Value ($000) $16,711 Avg Close — Range —
Q2 2024
Shares 77,518 Value ($000) $15,728 Avg Close — Range —
Q1 2024
Shares 80,365 Value ($000) $16,901 Avg Close — Range —
Q4 2023
Shares 81,264 Value ($000) $16,311 Avg Close — Range —
Q3 2023
Shares 81,664 Value ($000) $14,433 Avg Close — Range —
Q2 2023
Shares 81,349 Value ($000) $15,234 Avg Close — Range —
Q1 2023
Shares 81,644 Value ($000) $14,565 Avg Close — Range —
Q4 2022
Shares 80,316 Value ($000) $14,004 Avg Close — Range —
Q3 2022
Shares 80,391 Value ($000) $13,258 Avg Close — Range —
Q2 2022
Shares 80,296 Value ($000) $13,598,941 Avg Close — Range —
Q1 2022
Shares 79,991 Value ($000) $16,419,766 Avg Close — Range —
Q4 2021
Shares 78,176 Value ($000) $17,390,266 Avg Close — Range —
Q3 2021
Shares 77,511 Value ($000) $16,955,545 Avg Close — Range —
Q2 2021
Shares 76,781 Value ($000) $17,611,273 Avg Close — Range —
Q1 2021
Shares 77,459 Value ($000) $17,113,806 Avg Close — Range —
Q4 2020
Shares 90,163 Value ($000) $17,677,370 Avg Close — Range —
Q3 2020
Shares 94,218 Value ($000) $14,112,924 Avg Close — Range —