IFWM
BCSM

Institute for Wealth Management’s Baron SMID Cap ETF BCSM Stock Holding History

Institute for Wealth Management’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.73K Buy
+310
New +$7.22K ﹤0.01% 1375

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Baron SMID Cap ETF (BCSM) in Q2 2026: 310 shares worth $7.73K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings.

4 funds tracked by Wall St. Rank hold BCSM as of Q2 2026.

  • Institute for Wealth Management held 310 shares of Baron SMID Cap ETF worth $7.73K as of Q2 2026.
  • Baron SMID Cap ETF was a new Institute for Wealth Management position in Q2 2026.
  • Baron SMID Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1375 holding.
  • 4 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

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