Baron Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$702K	Hold	1,920	–	–	0.18%	77
2026 Q1	$611K	Sell	1,920 -316	-14%	-$106K	0.18%	77
2025 Q4	$767K	Hold	2,236	–	–	0.24%	62
2025 Q3	$744K	Hold	2,236	–	–	0.25%	54
2025 Q2	$681K	Hold	2,236	–	–	0.24%	58
2025 Q1	$606K	Hold	2,236	–	–	0.27%	57
2024 Q4	$646K	Hold	2,236	–	–	0.3%	46
2024 Q3	$619K	Hold	2,236	–	–	0.3%	50
2024 Q2	$591K	Hold	2,236	–	–	0.31%	45
2024 Q1	$553K	Hold	2,236	–	–	0.29%	50
2023 Q4	$500K	Hold	2,236	–	–	0.27%	53
2023 Q3	$449K	Hold	2,236	–	–	0.29%	53
2023 Q2	$463K	Hold	2,236	–	–	0.29%	56
2023 Q1	$418K	Sell	2,236 -1	-0%	-$179	0.3%	56
2022 Q4	$382K	Buy	+2,237	New	+$386K	0.29%	61

Other funds holding OEF

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Baron Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 1,920 shares worth $702K. The position accounts for 0.18% of the portfolio, ranked #77.

Baron Wealth Management first reported a position in OEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $767K in Q4 2025. 301 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Baron Wealth Management held 1,920 shares of iShares S&P 100 ETF worth $702K as of Q2 2026.
Baron Wealth Management left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.18% of Baron Wealth Management's portfolio in Q2 2026, its #77 holding.
Baron Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 15 quarters since.
Baron Wealth Management's iShares S&P 100 ETF position peaked at $767K in Q4 2025.
301 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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