Baron Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Baron Wealth Management’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	$985K	Sell	3,278 -6	-0.2%	-$1.69K	0.26%	53
2026 Q1	$814K	Buy	3,284 +5	+0.2%	+$1.29K	0.24%	56
2025 Q4	$807K	Buy	3,279 +10	+0.3%	+$2.46K	0.25%	60
2025 Q3	$791K	Buy	3,269 +9	+0.3%	+$2.06K	0.26%	49
2025 Q2	$704K	Buy	3,260 +6	+0.2%	+$1.21K	0.25%	55
2025 Q1	$649K	Buy	3,254 +6	+0.2%	+$1.3K	0.29%	51
2024 Q4	$718K	Buy	3,248 +9	+0.3%	+$2.05K	0.34%	41
2024 Q3	$715K	Buy	3,239 +10	+0.3%	+$2.14K	0.34%	43
2024 Q2	$655K	Buy	3,229 +8	+0.2%	+$1.62K	0.34%	40
2024 Q1	$677K	Sell	3,221 -311	-9%	-$62K	0.36%	43
2023 Q4	$709K	Buy	3,532 +262	+8%	+$46.9K	0.39%	35
2023 Q3	$578K	Hold	3,270	–	–	0.37%	40
2023 Q2	$612K	Buy	3,270 +3	+0.1%	+$535	0.39%	37
2023 Q1	$583K	Buy	3,267 +4	+0.1%	+$736	0.41%	35
2022 Q4	$569K	Buy	+3,263	New	+$580K	0.44%	32

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 Wealth Management's IWM Position: Q2 2026 in Review

Baron Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q2 2026, selling an estimated $1.69K and leaving 3,278 shares worth $985K. The position accounts for 0.26% of the portfolio, ranked #53.

Baron Wealth Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Baron Wealth Management held 3,278 shares of iShares Russell 2000 ETF worth $985K as of Q2 2026.
Baron Wealth Management sold 6 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.69K.
iShares Russell 2000 ETF made up 0.26% of Baron Wealth Management's portfolio in Q2 2026, its #53 holding.
Baron Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.