Baron Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Baron Financial Group, LLC

$184 Million
Q4 2025

A detailed history of Baron Financial Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Baron Financial Group, LLC holds 65,009 shares of IWR stock, worth $6.15 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

65,009

Previous 62,434 4.12%

Holding current value

$6.15 Million

Previous $6.03 Million 2.04%

% of portfolio

3.34%

Previous 3.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$94.02 - $97.61 $242,101 - $251,345	2,575 Added 4.12%	65,009 $6.15 Million
Q3 2025 Oct 07, 2025	BUY	$92.26 - $97.51 $90,322 - $95,462	979 Added 1.59%	62,434 $6.03 Million
Q2 2025 Jul 09, 2025	BUY	$74.88 - $91.97 $249,050 - $305,892	3,326 Added 5.72%	61,455 $5.65 Million
Q1 2025 Apr 14, 2025	BUY	$82.81 - $92.93 $283,955 - $318,656	3,429 Added 6.27%	58,129 $4.92 Million
Q4 2024 Jan 21, 2025	BUY	$87.25 - $95.52 $14,832 - $16,238	170 Added 0.31%	54,700 $4.84 Million

Q3 2024 Oct 18, 2024	BUY	$79.92 - $88.19 $37,002 - $40,831	463 Added 0.86%	54,530 $4.81 Million
Q2 2024 Jul 22, 2024	BUY	$78.66 - $83.59 $11,405 - $12,120	145 Added 0.27%	54,067 $4.38 Million
Q1 2024 Apr 30, 2024	BUY	$75.37 - $84.09 $2,261 - $2,522	30 Added 0.06%	53,922 $4.53 Million
Q4 2023 Jan 22, 2024	BUY	$64.84 - $78.27 $172,733 - $208,511	2,664 Added 5.2%	53,892 $4.19 Million
Q3 2023 Oct 19, 2023	BUY	$68.54 - $75.91 $109,664 - $121,456	1,600 Added 3.22%	51,228 $3.55 Million
Q2 2023 Aug 03, 2023	BUY	$67.49 - $73.03 $286,495 - $310,012	4,245 Added 9.35%	49,628 $3.62 Million
Q1 2023 Apr 06, 2023	BUY	$66.27 - $75.04 $341,953 - $387,206	5,160 Added 12.83%	45,383 $3.17 Million
Q4 2022 Jan 20, 2023	BUY	$62.09 - $71.89 $378,128 - $437,810	6,090 Added 17.84%	40,223 $0
Q3 2022 Nov 03, 2022	BUY	$62.15 - $74.82 $2.12 Million - $2.55 Million	34,133 New	34,133 $2.12 Million

Others Institutions Holding IWR

# of Institutions

1,650

Shares Held

392M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Baron Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History