ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 284,589 Value ($000) $56,525 Avg Close — Range —
Q3 2025
Shares 284,039 Value ($000) $55,246 Avg Close — Range —
Q2 2025
Shares 288,385 Value ($000) $52,723 Avg Close — Range —
Q1 2025
Shares 294,144 Value ($000) $50,266 Avg Close — Range —
Q4 2024
Shares 303,537 Value ($000) $54,054 Avg Close — Range —
Q3 2024
Shares 303,976 Value ($000) $54,503 Avg Close — Range —
Q2 2024
Shares 308,831 Value ($000) $52,736 Avg Close — Range —
Q1 2024
Shares 304,155 Value ($000) $49,988 Avg Close — Range —
Q4 2023
Shares 306,830 Value ($000) $45,147 Avg Close — Range —
Q3 2023
Shares 303,328 Value ($000) $39,976 Avg Close — Range —
Q2 2023
Shares 292,415 Value ($000) $39,438 Avg Close — Range —
Q1 2023
Shares 272,086 Value ($000) $33,756 Avg Close — Range —
Q4 2022
Shares 214,019 Value ($000) $24,390 Avg Close — Range —