Barings’s iShares Russell 2000 ETF IWM Stock Holding History

Barings’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Hold	34,127	–	–	0.18%	49
2026 Q1	$8.46M	Buy	+34,127	New	+$8.8M	0.14%	60
2022 Q2	–	Sell	-28,417	Closed	-$5.83M	–	347
2022 Q1	$5.83M	Buy	+28,417	New	+$5.8M	0.18%	87
2021 Q2	–	Sell	-147,775	Closed	-$32.6M	–	424
2021 Q1	$32.6M	Buy	147,775 +52,475	+55%	+$11.5M	0.81%	24
2020 Q4	$18.7M	Sell	95,300 -19,947	-17%	-$3.49M	0.48%	36
2020 Q3	$17.3M	Buy	+115,247	New	+$17.3M	0.4%	41
2017 Q1	–	Sell	-4,200	Closed	-$574K	–	1002
2016 Q4	$566K	Buy	+4,200	New	+$537K	0.01%	592
2016 Q2	–	Sell	-36,700	Closed	-$4.14M	–	934
2016 Q1	$4.06M	Buy	36,700 +34,700	+1,735%	+$3.59M	0.11%	126
2015 Q4	$225K	Hold	2,000	–	–	0.01%	844
2015 Q3	$218K	Sell	2,000 -1,900	-49%	-$225K	0.01%	835
2015 Q2	$487K	Hold	3,900	–	–	0.01%	698
2015 Q1	$485K	Sell	3,900 -19,000	-83%	-$2.29M	0.01%	696
2014 Q4	$2.74M	Buy	22,900 +18,400	+409%	+$2.1M	0.06%	241
2014 Q3	$492K	Buy	+4,500	New	+$515K	0.01%	674

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings's IWM Position: Q2 2026 in Review

Barings held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 34,127 shares worth $10.3M. The position accounts for 0.18% of the portfolio, ranked #49.

Barings first reported a position in IWM in Q3 2014 and has held it in 14 quarters since. The position peaked at $32.6M in Q1 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Barings held 34,127 shares of iShares Russell 2000 ETF worth $10.3M as of Q2 2026.
Barings left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.18% of Barings's portfolio in Q2 2026, its #49 holding.
Barings first reported a position in iShares Russell 2000 ETF in Q3 2014 and has held it in 14 quarters since.
Barings's iShares Russell 2000 ETF position peaked at $32.6M in Q1 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Barings's 13F filing for Q2 2026, filed 7 Aug 2026.