Baron Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Baron Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$981K	Sell	8,889 -53	-0.6%	-$5.57K	0.25%	54
2026 Q1	$869K	Sell	8,942 -110	-1%	-$11K	0.26%	51
2025 Q4	$871K	Buy	9,052 +163	+2%	+$15.7K	0.27%	50
2025 Q3	$858K	Buy	8,889 +26	+0.3%	+$2.46K	0.28%	44
2025 Q2	$815K	Sell	8,863 -51	-0.6%	-$4.41K	0.29%	43
2025 Q1	$758K	Sell	8,914 -221	-2%	-$19.7K	0.33%	43
2024 Q4	$808K	Buy	9,135 +28	+0.3%	+$2.54K	0.38%	36
2024 Q3	$803K	Buy	9,107 +6	+0.1%	+$506	0.39%	36
2024 Q2	$738K	Buy	9,101 +18	+0.2%	+$1.47K	0.38%	34
2024 Q1	$764K	Sell	9,083 -79	-0.9%	-$6.26K	0.41%	30
2023 Q4	$712K	Buy	9,162 +61	+0.7%	+$4.33K	0.39%	34
2023 Q3	$630K	Hold	9,101	–	–	0.4%	32
2023 Q2	$665K	Buy	9,101 +18	+0.2%	+$1.25K	0.42%	31
2023 Q1	$635K	Buy	9,083 +16	+0.2%	+$1.13K	0.45%	29
2022 Q4	$612K	Buy	+9,067	New	+$611K	0.47%	29

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Baron Wealth Management's IWR Position: Q2 2026 in Review

Baron Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.59% in Q2 2026, selling an estimated $5.57K and leaving 8,889 shares worth $981K. The position accounts for 0.25% of the portfolio, ranked #54.

Baron Wealth Management first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 494 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Baron Wealth Management held 8,889 shares of iShares Russell Mid-Cap ETF worth $981K as of Q2 2026.
Baron Wealth Management sold 53 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.57K.
iShares Russell Mid-Cap ETF made up 0.25% of Baron Wealth Management's portfolio in Q2 2026, its #54 holding.
Baron Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
494 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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