Baron Wealth Management
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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
Q3 		$913K Buy
3,284
+6
+0.2% +$1.76K 0.23% 58
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Baron Wealth Management's IWM Position: Q3 2026 in Review

Baron Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q3 2026, buying an estimated $1.76K and bringing the position to 3,284 shares worth $913K. The position accounts for 0.23% of the portfolio, ranked #58.

Baron Wealth Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $985K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Baron Wealth Management held 3,284 shares of iShares Russell 2000 ETF worth $913K as of Q3 2026.
  • Baron Wealth Management bought 6 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.76K.
  • iShares Russell 2000 ETF made up 0.23% of Baron Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Baron Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's iShares Russell 2000 ETF position peaked at $985K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.