Baron Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Baron Wealth Management LLC

$282 Billion
Q2 2025

A detailed history of Baron Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 3,260 shares of IWM stock, worth $804,307. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,260

Previous 3,254 0.18%

Holding current value

$804,307

Previous $649 Million 8.39%

% of portfolio

0.25%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$174.82 - $215.79 $1,048 - $1,294	6 Added 0.18%	3,260 $704 Million
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $1,188 - $1,378	6 Added 0.18%	3,254 $649 Million
Q4 2024 Jan 23, 2025	BUY	$216.13 - $242.4 $1,945 - $2,181	9 Added 0.28%	3,248 $718 Million
Q3 2024 Nov 07, 2024	BUY	$200.87 - $224.6 $2,008 - $2,246	10 Added 0.31%	3,239 $715 Million
Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $1,542 - $1,675	8 Added 0.25%	3,229 $655 Million
Q1 2024 May 08, 2024	SELL	$189.48 - $210.3 $58,928 - $65,403	-311 Reduced 8.81%	3,221 $677 Million
Q4 2023 Jan 04, 2024	BUY	$162.21 - $204.82 $42,499 - $53,662	262 Added 8.01%	3,532 $709 Million
Q2 2023 Aug 08, 2023	BUY	$170.4 - $187.93 $511 - $563	3 Added 0.09%	3,270 $612 Million
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $681 - $793	4 Added 0.12%	3,267 $583,000
Q4 2022 Jun 06, 2023	SELL	$166.81 - $188.05 $667 - $752	-4 Reduced 0.12%	3,263 $569 Million
Q4 2022 Apr 04, 2023	BUY	$166.81 - $188.05 $544,301 - $613,607	3,263 New	3,263 $568,000

Others Institutions Holding IWM

# of Institutions

2,924

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Baron Wealth Management LLC Ishares Russell 2000 ETF Transaction History