SEC 13F Intelligence

Baron Financial Group, LLC / IWM

Baron Financial Group, LLC’s Ishares Tr Position

Does Baron Financial Group, LLC own Ishares Tr (IWM)? Yes — 71.9K shares worth $22M (+10.31% of its 13F portfolio) as of Q2 2026, down from 73.2K shares the prior filed quarter.

Position Value
$22M
Q2 2026
Shares
71.9K
% of Portfolio
+10.31%
Quarters Held
24
currently held

Position History IWM

Reported value by quarter
Q3 ’20: $14MQ3 ’20Q4 ’20: $18MQ1 ’21: $17MQ2 ’21: $18MQ2 ’21Q3 ’21: $17MQ4 ’21: $17MQ1 ’22: $16MQ1 ’22Q2 ’22: $14MQ3 ’22: $13MQ4 ’22: $14MQ4 ’22Q1 ’23: $15MQ2 ’23: $15MQ3 ’23: $14MQ3 ’23Q4 ’23: $16MQ1 ’24: $17MQ2 ’24: $16MQ2 ’24Q3 ’24: $17MQ4 ’24: $16MQ1 ’25: $15MQ1 ’25Q2 ’25: $16MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $18MQ2 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202671.9K$22M+10.31%
Q1 202673.2K$18M+9.79%
Q4 202573.7K$18M+9.73%
Q3 202574.0K$18M+9.81%
Q2 202574.3K$16M+9.41%
Q1 202574.1K$15M+9.30%
Q4 202474.6K$16M+10.22%
Q3 202475.7K$17M+10.22%
Q2 202477.5K$16M+10.00%
Q1 202480.4K$17M+10.43%
Q4 202381.3K$16M+10.40%
Q3 202381.7K$14M+9.38%
Q2 202381.3K$15M+9.41%
Q1 202381.6K$15M+9.22%
Q4 202280.3K$14M+9.28%
Q3 202280.4K$13M+8.93%
Q2 202280.3K$14M+8.99%
Q1 202280.0K$16M+9.53%
Q4 202178.2K$17M+9.85%
Q3 202177.5K$17M+10.29%
Q2 202176.8K$18M+10.96%
Q1 202177.5K$17M+11.79%
Q4 202090.2K$18M+14.12%
Q3 202094.2K$14M+13.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of IWM.