Baron Silver Stevens Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q1	$284K	Hold	1,146	–	–	0.04%	111
2025 Q4	$282K	Buy	1,146 +13	+1%	+$3.2K	0.04%	104
2025 Q3	$274K	Buy	1,133 +10	+0.9%	+$2.29K	0.04%	114
2025 Q2	$242K	Hold	1,123	–	–	0.04%	123
2025 Q1	$224K	Hold	1,123	–	–	0.04%	112
2024 Q4	$248K	Sell	1,123 -28	-2%	-$6.38K	0.04%	105
2024 Q3	$254K	Hold	1,151	–	–	0.04%	103
2024 Q2	$234K	Hold	1,151	–	–	0.04%	104
2024 Q1	$242K	Hold	1,151	–	–	0.05%	110
2023 Q4	$231K	Sell	1,151 -183	-14%	-$32.8K	0.05%	100
2023 Q3	$236K	Hold	1,334	–	–	0.05%	93
2023 Q2	$250K	Buy	1,334 +101	+8%	+$18K	0.05%	94
2023 Q1	$220K	Sell	1,233 -229	-16%	-$42.2K	0.06%	99
2022 Q4	$255K	Buy	+1,462	New	+$260K	0.06%	78
2022 Q3	–	Sell	-1,925	Closed	-$326K	–	126
2022 Q2	$326K	Buy	1,925 +63	+3%	+$11.6K	0.08%	74
2022 Q1	$382K	Buy	1,862 +377	+25%	+$76.9K	0.09%	61
2021 Q4	$330K	Hold	1,485	–	–	0.08%	63
2021 Q3	$324K	Hold	1,485	–	–	0.09%	59
2021 Q2	$340K	Buy	+1,485	New	+$334K	0.09%	58
2021 Q1	–	Sell	-1,459	Closed	-$286K	–	252
2020 Q4	$286K	Buy	+1,459	New	+$255K	0.1%	52

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IWM Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,146 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #111.

Baron Silver Stevens Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 20 quarters since. The position peaked at $382K in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Baron Silver Stevens Financial Advisors held 1,146 shares of iShares Russell 2000 ETF worth $284K as of Q1 2026.
Baron Silver Stevens Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #111 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 20 quarters since.
Baron Silver Stevens Financial Advisors's iShares Russell 2000 ETF position peaked at $382K in Q1 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.