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
2018 Q1	–	Sell	-650,000	Closed	-$99.1M	–	929
2017 Q4	$99.1M	Sell	650,000 -150,000	-19%	-$22.5M	1.29%	6
2017 Q3	$119M	Buy	+800,000	New	+$113M	2.12%	4
2017 Q2	–	Sell	-5,456,000	Closed	-$1.29B	–	889
2017 Q1	$1.29B	Buy	5,456,000 +4,716,000	+637%	+$644M	25.9%	1
2016 Q4	$100M	Buy	740,000 +170,000	+30%	+$21.7M	2.5%	4
2016 Q3	$70.8M	Sell	570,000 -130,000	-19%	-$15.8M	1.83%	5
2016 Q2	$79M	Sell	700,000 -140,000	-17%	-$15.8M	2.04%	4
2016 Q1	$92.9M	Buy	840,000 +170,000	+25%	+$17.6M	2.48%	4
2015 Q4	$75.5M	Sell	670,000 -20,000	-3%	-$2.31M	1.89%	4
2015 Q3	$75.4M	Buy	690,000 +310,000	+82%	+$36.8M	1.86%	4
2015 Q2	$46.7M	Sell	380,000 -310,000	-45%	-$38.7M	1.41%	6
2015 Q1	$85.8M	Hold	690,000	–	–	1.96%	4
2014 Q4	$82.5M	Buy	690,000 +646,000	+1,468%	+$73.9M	1.82%	4
2014 Q3	$4.81M	Buy	+44,000	New	+$5.03M	0.1%	137
2014 Q2	–	Sell	-6,500	Closed	-$756K	–	984
2014 Q1	$756K	Buy	+6,500	New	+$750K	0.02%	534

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Barings's IWM Position: Q3 2026 in Review

Barings sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 34,127 shares — an estimated $10.3M sold.

Barings first reported a position in IWM in Q3 2014 and held it in 14 quarters. The position peaked at $32.6M in Q1 2021. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Barings reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
Barings sold 34,127 iShares Russell 2000 ETF shares in Q3 2026, an estimated $10.3M.
Barings first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 14 quarters.
Barings's iShares Russell 2000 ETF position peaked at $32.6M in Q1 2021.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Barings's 13F filing for Q3 2026, filed 22 Oct 2026.