IWC
RONB

Integrated Wealth Concepts’s Baron First Principles ETF RONB Stock Holding History

Integrated Wealth Concepts’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 		$171K Buy
+7,022
New +$166K ﹤0.01% 2439

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

Integrated Wealth Concepts's RONB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 7,022 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #2439 among its holdings.

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

  • Integrated Wealth Concepts held 7,022 shares of Baron First Principles ETF worth $171K as of Q2 2026.
  • Baron First Principles ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Baron First Principles ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2439 holding.
  • 89 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.