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

MRC

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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. 836 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.
836 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.