ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,555 Value ($000) $389 Avg Close — Range —
Q3 2025
Shares 1,575 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 1,675 Value ($000) $403 Avg Close — Range —
Q1 2025
Shares 1,735 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 2,936 Value ($000) $608 Avg Close — Range —
Q3 2024
Shares 2,966 Value ($000) $601 Avg Close — Range —
Q2 2024
Shares 3,231 Value ($000) $630 Avg Close — Range —
Q1 2024
Shares 4,196 Value ($000) $786 Avg Close — Range —
Q4 2023
Shares 13,616 Value ($000) $2,136 Avg Close — Range —
Q3 2023
Shares 54,491 Value ($000) $7,612 Avg Close — Range —
Q2 2023
Shares 55,606 Value ($000) $8,021 Avg Close — Range —
Q1 2023
Shares 55,336 Value ($000) $7,694 Avg Close — Range —
Q4 2022
Shares 54,871 Value ($000) $8,007 Avg Close — Range —
Q3 2022
Shares 53,020 Value ($000) $6,955 Avg Close — Range —
Q2 2022
Shares 52,680 Value ($000) $7,183,972 Avg Close — Range —
Q1 2022
Shares 52,600 Value ($000) $8,851,002 Avg Close — Range —
Q4 2021
Shares 51,970 Value ($000) $9,449,185 Avg Close — Range —
Q3 2021
Shares 50,860 Value ($000) $8,931,016 Avg Close — Range —
Q2 2021
Shares 50,010 Value ($000) $8,673,234 Avg Close — Range —
Q1 2021
Shares 48,910 Value ($000) $7,867,663 Avg Close — Range —
Q4 2020
Shares 46,415 Value ($000) $7,486,275 Avg Close — Range —
Q3 2020
Shares 46,435 Value ($000) $6,844,519 Avg Close — Range —