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 Q3	$950K	Buy	8,905 +16	+0.2%	+$1.77K	0.24%	54
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%	+$1.46K	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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Baron Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.18% in Q3 2026, buying an estimated $1.77K and bringing the position to 8,905 shares worth $950K. The position accounts for 0.24% of the portfolio, ranked #54.

Baron Wealth Management first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $981K in Q2 2026. 1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Baron Wealth Management held 8,905 shares of iShares Russell Mid-Cap ETF worth $950K as of Q3 2026.
Baron Wealth Management bought 16 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $1.77K.
iShares Russell Mid-Cap ETF made up 0.24% of Baron Wealth Management's portfolio in Q3 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 16 quarters since.
Baron Wealth Management's iShares Russell Mid-Cap ETF position peaked at $981K in Q2 2026.
1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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