Baron Silver Stevens Financial Advisors, LLC IWF Holdings History
Baron Silver Stevens Financial Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 112,659.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $47.83 Mil. This investment constitutes 7.66% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 7 purchases of IWF, at an average price of $243.96, for a total of 310,638.00 shares. In addition, there have been 11 sales at an average price of $250.75 for 197,979.00 shares. Based on historical transaction data and IWF's current price of $435.40, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his IWF holdings is $22.91 Mil, reflecting a 30.23% gain to date.
Baron Silver Stevens Financial Advisors, LLC IWF ($435.40) Holding Chart
Baron Silver Stevens Financial Advisors, LLC IWF ($435.40) 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 % | |||
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