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 Q2	$349K	Buy	1,161 +15	+1%	+$4.21K	0.04%	107
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IWM Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, buying an estimated $4.21K and bringing the position to 1,161 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #107.

Baron Silver Stevens Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $382K in Q1 2022. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,161 shares of iShares Russell 2000 ETF worth $349K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 15 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21K.
iShares Russell 2000 ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #107 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
Baron Silver Stevens Financial Advisors's iShares Russell 2000 ETF position peaked at $382K in Q1 2022.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.