SIS
BCSM

Strategic Investment Solutions’s Baron SMID Cap ETF BCSM Stock Holding History

Strategic Investment Solutions’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 		$80.9K Buy
+3,244
New +$75.5K 0.02% 227

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Strategic Investment Solutions's BCSM Position: Q2 2026 in Review

Strategic Investment Solutions opened a new position in Baron SMID Cap ETF (BCSM) in Q2 2026: 3,244 shares worth $80.9K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings.

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

  • Strategic Investment Solutions held 3,244 shares of Baron SMID Cap ETF worth $80.9K as of Q2 2026.
  • Baron SMID Cap ETF was a new Strategic Investment Solutions position in Q2 2026.
  • Baron SMID Cap ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #227 holding.
  • 5 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.