Baron Financial Group, LLC IWM Holdings History
Baron Financial Group, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Baron Financial Group, LLC held 74,133.00 shares of iShares Russell 2000 ETF(IWM), totaling $14.79 Mil. This investment constitutes 9.3% of their stock portfolio, and Baron Financial Group, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q3. And since then Baron Financial Group, LLC has made 7 purchases of IWM, at an average price of $152.20, for a total of 99,471.00 shares. In addition, there have been 11 sales at an average price of $207.46 for 25,338.00 shares. Based on historical transaction data and IWM's current price of $223.08, Baron Financial Group, LLC's estimated gain on his IWM holdings is $6.66 Mil, reflecting a 43.96% gain to date.
Baron Financial Group, LLC IWM ($223.08) Holding Chart
Baron Financial Group, LLC IWM ($223.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
