Baron Financial Group
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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
Q3 		$19.6M Sell
70,503
-1,413
-2% -$415K 9.54% 2
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Baron Financial Group's IWM Position: Q3 2026 in Review

Baron Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q3 2026, selling an estimated $415K and leaving 70,503 shares worth $19.6M. The position accounts for 9.54% of the portfolio, ranked #2.

Baron Financial Group first reported a position in IWM in Q3 2020 and has held it in 25 quarters since. The position peaked at $21.6M in Q2 2026. 1,270 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Baron Financial Group held 70,503 shares of iShares Russell 2000 ETF worth $19.6M as of Q3 2026.
  • Baron Financial Group sold 1,413 iShares Russell 2000 ETF shares in Q3 2026, an estimated $415K.
  • iShares Russell 2000 ETF made up 9.54% of Baron Financial Group's portfolio in Q3 2026, its #2 holding.
  • Baron Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's iShares Russell 2000 ETF position peaked at $21.6M in Q2 2026.
  • 1,270 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.