ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 3,279 Value ($000) $807 Avg Close — Range —
Q3 2025
Shares 3,269 Value ($000) $791 Avg Close — Range —
Q2 2025
Shares 3,260 Value ($000) $704 Avg Close — Range —
Q1 2025
Shares 3,254 Value ($000) $649 Avg Close — Range —
Q4 2024
Shares 3,248 Value ($000) $718 Avg Close — Range —
Q3 2024
Shares 3,239 Value ($000) $715 Avg Close — Range —
Q2 2024
Shares 3,229 Value ($000) $655 Avg Close — Range —
Q1 2024
Shares 3,221 Value ($000) $677 Avg Close — Range —
Q4 2023
Shares 3,532 Value ($000) $709 Avg Close — Range —
Q3 2023
Shares 3,270 Value ($000) $578 Avg Close — Range —
Q2 2023
Shares 3,270 Value ($000) $612 Avg Close — Range —
Q1 2023
Shares 3,267 Value ($000) $583 Avg Close — Range —
Q4 2022
Shares 3,263 Value ($000) $569 Avg Close — Range —