Baron Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Baron Financial Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.8M	Buy	79,767 +11,731	+17%	+$1.23M	4.2%	5
2026 Q1	$6.62M	Buy	68,036 +3,027	+5%	+$302K	3.57%	8
2025 Q4	$6.26M	Buy	65,009 +2,575	+4%	+$248K	3.36%	8
2025 Q3	$6.03M	Buy	62,434 +979	+2%	+$92.8K	3.3%	8
2025 Q2	$5.65M	Buy	61,455 +3,326	+6%	+$287K	3.32%	8
2025 Q1	$4.95M	Buy	58,129 +3,429	+6%	+$306K	3.11%	10
2024 Q4	$4.84M	Buy	54,700 +170	+0.3%	+$15.4K	3%	10
2024 Q3	$4.81M	Buy	54,530 +463	+0.9%	+$39K	2.94%	10
2024 Q2	$4.38M	Buy	54,067 +145	+0.3%	+$11.8K	2.79%	10
2024 Q1	$4.53M	Buy	53,922 +30	+0.1%	+$2.38K	2.8%	10
2023 Q4	$4.19M	Buy	53,892 +2,664	+5%	+$189K	2.67%	12
2023 Q3	$3.55M	Buy	51,228 +1,600	+3%	+$117K	2.3%	17
2023 Q2	$3.62M	Buy	49,628 +4,245	+9%	+$295K	2.24%	18
2023 Q1	$3.17M	Buy	45,383 +5,160	+13%	+$364K	2.01%	18
2022 Q4	$2.71M	Buy	40,223 +6,090	+18%	+$411K	1.8%	19
2022 Q3	$2.12M	Buy	+34,133	New	+$2.35M	1.43%	26

Other funds holding IWR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

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

Baron Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 17% in Q2 2026, buying an estimated $1.23M and bringing the position to 79,767 shares worth $8.8M. The position accounts for 4.2% of the portfolio, ranked #5.

Baron Financial Group first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. 373 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Baron Financial Group held 79,767 shares of iShares Russell Mid-Cap ETF worth $8.8M as of Q2 2026.
Baron Financial Group bought 11,731 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.23M.
iShares Russell Mid-Cap ETF made up 4.2% of Baron Financial Group's portfolio in Q2 2026, its #5 holding.
Baron Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
373 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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