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

Institute for 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	$72.3K	Buy	+2,965	New	+$70K	0.01%	775

Other funds holding RONB

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 2,965 shares worth $72.3K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings.

58 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

Institute for Wealth Management held 2,965 shares of Baron First Principles ETF worth $72.3K as of Q2 2026.
Baron First Principles ETF was a new Institute for Wealth Management position in Q2 2026.
Baron First Principles ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #775 holding.
58 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

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