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Baron Financial Group, LLC

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13F filer, CIK 1832093, Fair Lawn, NJ

Baron Financial Group, LLC reported $209,565,830 across 56 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 56.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000675

Period
2026-06-30
Reported value
$210M
Holdings
56
Top 10 weight
56.77%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+21,694$2.69M
IWRadded+11,731$1.29M
VGTadded+4,396$525K
SPYadded+630$470K
VTIPadded+9,295$467K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWMreduced-1,279-$384K
ESGEreduced-6,220-$340K
ESGDreduced-1,960-$202K
VHTreduced-574-$172K
IJRreduced-828-$123K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002085853-26-000675, largest first. % of portfolio is the value over $209,565,830, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,457 shares; 2025Q1: 32,519 shares; 2025Q2: 32,645 shares; 2025Q3: 32,709 shares; 2025Q4: 32,148 shares; 2026Q1: 32,652 shares; 2026Q2: 33,282 shares 33,282$24.9M11.86%+630Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,620 shares; 2025Q1: 74,133 shares; 2025Q2: 74,289 shares; 2025Q3: 74,035 shares; 2025Q4: 73,743 shares; 2026Q1: 73,195 shares; 2026Q2: 71,916 shares 71,916$21.6M10.31%-1,279Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,075 shares; 2025Q1: 21,933 shares; 2025Q2: 21,864 shares; 2025Q3: 21,919 shares; 2025Q4: 21,434 shares; 2026Q1: 21,667 shares; 2026Q2: 21,691 shares 21,691$16M7.62%+24Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 262,890 shares; 2025Q1: 262,175 shares; 2025Q2: 259,940 shares; 2025Q3: 260,035 shares; 2025Q4: 256,510 shares; 2026Q1: 264,090 shares; 2026Q2: 273,385 shares 273,385$13.7M6.55%+9,295Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,700 shares; 2025Q1: 58,129 shares; 2025Q2: 61,455 shares; 2025Q3: 62,434 shares; 2025Q4: 65,009 shares; 2026Q1: 68,036 shares; 2026Q2: 79,767 shares 79,767$8.8M4.2%+11,731Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,556 shares; 2025Q1: 76,574 shares; 2025Q2: 75,345 shares; 2025Q3: 75,364 shares; 2025Q4: 75,230 shares; 2026Q1: 74,781 shares; 2026Q2: 74,534 shares 74,534$7.74M3.69%-247Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,900 shares; 2025Q1: 74,773 shares; 2025Q2: 73,673 shares; 2025Q3: 73,566 shares; 2025Q4: 72,501 shares; 2026Q1: 72,386 shares; 2026Q2: 71,576 shares 71,576$7.72M3.68%-810Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98,439 shares; 2025Q1: 100,519 shares; 2025Q2: 99,374 shares; 2025Q3: 99,331 shares; 2025Q4: 97,321 shares; 2026Q1: 94,971 shares; 2026Q2: 93,833 shares 93,833$6.42M3.06%-1,138Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,681 shares; 2025Q1: 58,835 shares; 2025Q2: 58,615 shares; 2025Q3: 59,239 shares; 2025Q4: 61,992 shares; 2026Q1: 63,655 shares; 2026Q2: 63,343 shares 63,343$6.11M2.91%-312Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,818 shares; 2025Q1: 49,071 shares; 2025Q2: 49,381 shares; 2025Q3: 50,035 shares; 2025Q4: 49,720 shares; 2026Q1: 49,763 shares; 2026Q2: 49,453 shares 49,453$6.02M2.87%-310Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,735 shares; 2025Q1: 22,373 shares; 2025Q2: 20,731 shares; 2025Q3: 19,367 shares; 2025Q4: 17,729 shares; 2026Q1: 16,282 shares; 2026Q2: 15,992 shares 15,992$5.89M2.81%-290Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85,335 shares; 2025Q1: 94,335 shares; 2025Q2: 96,655 shares; 2025Q3: 98,055 shares; 2025Q4: 105,425 shares; 2026Q1: 111,972 shares; 2026Q2: 116,890 shares 116,890$5.66M2.7%+4,918Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,688 shares; 2025Q1: 91,112 shares; 2025Q2: 88,817 shares; 2025Q3: 87,320 shares; 2025Q4: 84,785 shares; 2026Q1: 83,237 shares; 2026Q2: 82,725 shares 82,725$5.44M2.59%-512Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,205 shares; 2025Q1: 106,054 shares; 2025Q2: 104,619 shares; 2025Q3: 104,110 shares; 2025Q4: 102,055 shares; 2026Q1: 100,242 shares; 2026Q2: 99,720 shares 99,720$4.94M2.36%-522Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,720 shares; 2025Q1: 97,847 shares; 2025Q2: 99,412 shares; 2025Q3: 101,529 shares; 2025Q4: 102,999 shares; 2026Q1: 105,559 shares; 2026Q2: 107,039 shares 107,039$4.89M2.33%+1,480Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,244 shares; 2025Q1: 34,684 shares; 2025Q2: 33,944 shares; 2025Q3: 33,453 shares; 2025Q4: 31,657 shares; 2026Q1: 30,683 shares; 2026Q2: 29,855 shares 29,855$4.43M2.11%-828Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,890 shares; 2025Q1: 39,875 shares; 2025Q2: 39,210 shares; 2025Q3: 39,095 shares; 2025Q4: 40,945 shares; 2026Q1: 40,930 shares; 2026Q2: 40,800 shares 40,800$4.34M2.07%-130Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,162 shares; 2025Q1: 15,164 shares; 2025Q2: 15,064 shares; 2025Q3: 14,856 shares; 2025Q4: 14,466 shares; 2026Q1: 14,444 shares; 2026Q2: 13,870 shares 13,870$4.15M1.98%-574Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,968 shares; 2025Q1: 93,398 shares; 2025Q2: 93,788 shares; 2025Q3: 95,316 shares; 2025Q4: 96,731 shares; 2026Q1: 98,371 shares; 2026Q2: 98,886 shares 98,886$3.62M1.73%+515Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,270 shares; 2025Q1: 7,914 shares; 2025Q2: 7,751 shares; 2025Q3: 7,578 shares; 2025Q4: 7,488 shares; 2026Q1: 7,378 shares; 2026Q2: 29,072 shares 29,072$3.61M1.72%+21,694Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,801 shares; 2025Q1: 107,056 shares; 2025Q2: 112,126 shares; 2025Q3: 121,381 shares; 2025Q4: 132,621 shares; 2026Q1: 148,891 shares; 2026Q2: 164,521 shares 164,521$3.57M1.7%+15,630Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,506 shares; 2025Q1: 7,730 shares; 2025Q2: 9,918 shares; 2025Q3: 11,020 shares; 2025Q4: 11,272 shares; 2026Q1: 11,550 shares; 2026Q2: 11,614 shares 11,614$3.52M1.68%+64Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,766 shares; 2025Q1: 45,427 shares; 2025Q2: 44,927 shares; 2025Q3: 44,035 shares; 2025Q4: 42,290 shares; 2026Q1: 39,093 shares; 2026Q2: 37,692 shares 37,692$3.12M1.49%-1,401Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,013 shares; 2025Q1: 33,921 shares; 2025Q2: 33,161 shares; 2025Q3: 33,075 shares; 2025Q4: 32,930 shares; 2026Q1: 32,090 shares; 2026Q2: 30,130 shares 30,130$3.1M1.48%-1,960Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,793 shares; 2025Q1: 63,623 shares; 2025Q2: 61,738 shares; 2025Q3: 61,568 shares; 2025Q4: 60,898 shares; 2026Q1: 60,578 shares; 2026Q2: 60,757 shares 60,757$3.06M1.46%+179Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,154 shares; 2025Q1: 4,131 shares; 2025Q2: 4,007 shares; 2025Q3: 3,958 shares; 2025Q4: 3,949 shares; 2026Q1: 3,887 shares; 2026Q2: 3,880 shares 3,880$2.73M1.3%-7Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,119 shares; 2025Q1: 11,904 shares; 2025Q2: 11,779 shares; 2025Q3: 11,611 shares; 2025Q4: 11,456 shares; 2026Q1: 11,241 shares; 2026Q2: 11,016 shares 11,016$2.67M1.27%-225Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,232 shares; 2025Q1: 18,335 shares; 2025Q2: 18,640 shares; 2025Q3: 18,610 shares; 2025Q4: 18,565 shares; 2026Q1: 18,575 shares; 2026Q2: 17,775 shares 17,775$2.17M1.04%-800Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,285 shares; 2025Q1: 6,235 shares; 2025Q2: 6,090 shares; 2025Q3: 5,999 shares; 2025Q4: 5,959 shares; 2026Q1: 5,887 shares; 2026Q2: 5,806 shares 5,806$2.15M1.03%-81Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,223 shares; 2025Q1: 46,665 shares; 2025Q2: 46,255 shares; 2025Q3: 46,337 shares; 2025Q4: 45,452 shares; 2026Q1: 42,586 shares; 2026Q2: 36,366 shares 36,366$1.99M0.95%-6,220Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,765 shares; 2025Q1: 25,362 shares; 2025Q2: 24,842 shares; 2025Q3: 24,632 shares; 2025Q4: 23,481 shares; 2026Q1: 22,812 shares; 2026Q2: 23,337 shares 23,337$1.8M0.86%+525Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,901 shares; 2025Q1: 5,993 shares; 2025Q2: 5,715 shares; 2025Q3: 7,422 shares; 2025Q4: 7,762 shares; 2026Q1: 5,984 shares; 2026Q2: 5,986 shares 5,986$1.73M0.83%+2Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,866 shares; 2026Q1: 5,700 shares; 2026Q2: 7,809 shares 7,809$1.09M0.52%+2,109Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,305 shares; 2026Q1: 14,880 shares; 2026Q2: 22,212 shares 22,212$1.01M0.48%+7,332Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares; 2025Q4: 6,710 shares; 2026Q1: 6,710 shares; 2026Q2: 6,711 shares 6,711$917K0.44%+1Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 739 shares; 2026Q2: 1,329 shares 1,329$913K0.44%+590Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 17,375 shares; 2026Q1: 23,910 shares; 2026Q2: 26,713 shares 26,713$849K0.4%+2,803Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,349 shares; 2025Q1: 2,753 shares; 2025Q2: 2,756 shares; 2025Q3: 2,659 shares; 2025Q4: 2,644 shares; 2026Q1: 2,663 shares; 2026Q2: 2,661 shares 2,661$748K0.36%-2Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares; 2026Q1: 3,065 shares; 2026Q2: 3,074 shares 3,074$615K0.29%+9Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 5,024 shares 5,024$600K0.29%+4,396Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,851 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,819 shares; 2026Q1: 1,608 shares; 2026Q2: 1,594 shares 1,594$595K0.28%-14Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,936 shares; 2025Q1: 1,735 shares; 2025Q2: 1,675 shares; 2025Q3: 1,575 shares; 2025Q4: 1,555 shares; 2026Q1: 1,505 shares; 2026Q2: 1,470 shares 1,470$504K0.24%-35Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,307 shares; 2025Q1: 19,581 shares; 2025Q2: 19,862 shares; 2025Q3: 25,977 shares; 2025Q4: 25,977 shares; 2026Q1: 25,977 shares; 2026Q2: 25,977 shares 25,977$481K0.23%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,385 shares; 2025Q1: 6,355 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 6,277 shares; 2026Q1: 5,985 shares; 2026Q2: 5,940 shares 5,940$463K0.22%-45Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309$329K0.16%0Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,595 shares; 2026Q2: 1,707 shares 1,707$327K0.16%+112Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares; 2026Q2: 1,367 shares 1,367$323K0.15%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,465 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,415 shares; 2026Q2: 3,415 shares 3,415$313K0.15%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,236 shares; 2025Q1: 3,311 shares; 2025Q2: 3,429 shares; 2025Q3: 3,316 shares; 2025Q4: 3,301 shares; 2026Q1: 3,246 shares; 2026Q2: 3,231 shares 3,231$312K0.15%-15Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815$267K0.13%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,465 shares; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares; 2026Q2: 2,420 shares 2,420$260K0.12%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,530 shares; 2026Q1: 11,500 shares; 2026Q2: 12,355 shares 12,355$253K0.12%+855Timeline
BATTAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,615 shares; 2026Q1: 12,880 shares; 2026Q2: 13,925 shares 13,925$214K0.1%+1,045Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 681 shares; 2025Q1: 581 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 499 shares; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436$210K0.1%newTimeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465$209K0.1%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,502 shares 1,502$207K0.1%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000675 base2026-07-09acceptance time not in the bulk data set