IWM
RONB

IMG Wealth Management’s Baron First Principles ETF RONB Stock Holding History

IMG Wealth Management’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.32K Buy
300
+52
+21% +$1.23K ﹤0.01% 366
2026
Q1 		$5.67K Buy
+248
New +$5.97K ﹤0.01% 364

Other funds holding RONB

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

IMG Wealth Management's RONB Position: Q2 2026 in Review

IMG Wealth Management increased its Baron First Principles ETF (RONB) stake by 21% in Q2 2026, buying an estimated $1.23K and bringing the position to 300 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

IMG Wealth Management first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • IMG Wealth Management held 300 shares of Baron First Principles ETF worth $7.32K as of Q2 2026.
  • IMG Wealth Management bought 52 Baron First Principles ETF shares in Q2 2026, an estimated $1.23K.
  • Baron First Principles ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #366 holding.
  • IMG Wealth Management first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

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