Institute for Wealth Management’s Baron Financials ETF BCFN Stock Holding History

Institute for Wealth Management’s Portfolio BCFN Stock Details BCFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.2K	Buy	+2,740	New	+$58.4K	0.01%	836

Institute for Wealth Management's BCFN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Baron Financials ETF (BCFN) in Q2 2026: 2,740 shares worth $58.2K. The stake represents 0.01% of the portfolio and ranks #836 among its holdings.

1 fund tracked by Wall St. Rank holds BCFN as of Q2 2026.

Institute for Wealth Management held 2,740 shares of Baron Financials ETF worth $58.2K as of Q2 2026.
Baron Financials ETF was a new Institute for Wealth Management position in Q2 2026.
Baron Financials ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #836 holding.
1 fund tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.