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Baron Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Baron Financial Group’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 		$21.6M Sell
71,916
-1,279
-2% -$359K 10.31% 2
2026
Q1 		$18.2M Sell
73,195
-548
-0.7% -$141K 9.79% 2
2025
Q4 		$18.2M Sell
73,743
-292
-0.4% -$71.8K 9.73% 2
2025
Q3 		$17.9M Sell
74,035
-254
-0.3% -$58.3K 9.81% 2
2025
Q2 		$16M Buy
74,289
+156
+0.2% +$31.4K 9.41% 2
2025
Q1 		$14.8M Sell
74,133
-487
-0.7% -$106K 9.3% 2
2024
Q4 		$16.5M Sell
74,620
-1,033
-1% -$236K 10.22% 2
2024
Q3 		$16.7M Sell
75,653
-1,865
-2% -$399K 10.22% 2
2024
Q2 		$15.7M Sell
77,518
-2,847
-4% -$575K 10% 2
2024
Q1 		$16.9M Sell
80,365
-899
-1% -$179K 10.43% 2
2023
Q4 		$16.3M Sell
81,264
-400
-0.5% -$71.7K 10.4% 2
2023
Q3 		$14.4M Buy
81,664
+315
+0.4% +$59.1K 9.38% 2
2023
Q2 		$15.2M Sell
81,349
-295
-0.4% -$52.6K 9.41% 2
2023
Q1 		$14.6M Buy
81,644
+1,328
+2% +$245K 9.22% 3
2022
Q4 		$14M Sell
80,316
-75
-0.1% -$13.3K 9.28% 3
2022
Q3 		$13.3M Buy
80,391
+95
+0.1% +$17.3K 8.93% 3
2022
Q2 		$13.6M Buy
80,296
+305
+0.4% +$56.2K 8.99% 3
2022
Q1 		$16.4M Buy
79,991
+1,815
+2% +$370K 9.53% 2
2021
Q4 		$17.4M Buy
78,176
+665
+0.9% +$150K 9.85% 1
2021
Q3 		$17M Buy
77,511
+730
+1% +$162K 10.29% 1
2021
Q2 		$17.6M Sell
76,781
-678
-0.9% -$152K 10.96% 1
2021
Q1 		$17.1M Sell
77,459
-12,704
-14% -$2.77M 11.79% 1
2020
Q4 		$17.7M Sell
90,163
-4,055
-4% -$710K 14.12% 1
2020
Q3 		$14.1M Buy
+94,218
New +$14.2M 13.26% 1

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Baron Financial Group's IWM Position: Q2 2026 in Review

Baron Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $359K and leaving 71,916 shares worth $21.6M. The position accounts for 10.31% of the portfolio, ranked #2.

Baron Financial Group first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. 603 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Baron Financial Group held 71,916 shares of iShares Russell 2000 ETF worth $21.6M as of Q2 2026.
  • Baron Financial Group sold 1,279 iShares Russell 2000 ETF shares in Q2 2026, an estimated $359K.
  • iShares Russell 2000 ETF made up 10.31% of Baron Financial Group's portfolio in Q2 2026, its #2 holding.
  • Baron Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.