Institute for Wealth Management’s Baron Risk Optimized Large Cap ETF BROL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6K	Buy	+610	New	+$15.3K	﹤0.01%	1203

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

Institute for Wealth Management opened a new position in Baron Risk Optimized Large Cap ETF (BROL) in Q2 2026: 610 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings.

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

Institute for Wealth Management held 610 shares of Baron Risk Optimized Large Cap ETF worth $15.6K as of Q2 2026.
Baron Risk Optimized Large Cap ETF was a new Institute for Wealth Management position in Q2 2026.
Baron Risk Optimized Large Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1203 holding.
1 fund tracked by Wall St. Rank held Baron Risk Optimized Large Cap ETF as of Q2 2026.

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