Baldwin Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $8.33M | Sell |
61,263
-1,964
| -3% | -$284K | 0.55% | 40 |
|
|
2026
Q2 | $9.38M | Buy |
63,227
+36
| +0.1% | +$4.94K | 0.61% | 39 |
|
|
2026
Q1 | $7.86M | Buy |
63,191
+60,453
| +2,208% | +$7.68M | 0.57% | 39 |
|
|
2025
Q4 | $329K | Sell |
2,738
-195
| -7% | -$23.3K | 0.02% | 192 |
|
|
2025
Q3 | $349K | Sell |
2,933
-50
| -2% | -$5.75K | 0.02% | 179 |
|
|
2025
Q2 | $326K | Hold |
2,983
| – | – | 0.02% | 178 |
|
|
2025
Q1 | $312K | Buy |
2,983
+663
| +29% | +$74.8K | 0.02% | 178 |
|
|
2024
Q4 | $267K | Buy |
2,320
+325
| +16% | +$38.8K | 0.02% | 199 |
|
|
2024
Q3 | $233K | Buy |
1,995
+80
| +4% | +$9.04K | 0.02% | 308 |
|
|
2024
Q2 | $204K | Sell |
1,915
-2,576
| -57% | -$276K | 0.02% | 196 |
|
|
2024
Q1 | $496K | Sell |
4,491
-403
| -8% | -$42.8K | 0.04% | 147 |
|
|
2023
Q4 | $530K | Buy |
4,894
+30
| +0.6% | +$2.89K | 0.04% | 145 |
|
|
2023
Q3 | $459K | Sell |
4,864
-55
| -1% | -$5.49K | 0.04% | 155 |
|
|
2023
Q2 | $490K | Hold |
4,919
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $476K | Buy |
4,919
+520
| +12% | +$52K | 0.04% | 161 |
|
|
2022
Q4 | $416K | Hold |
4,399
| – | – | 0.04% | 173 |
|
|
2022
Q3 | $384K | Sell |
4,399
-30
| -0.7% | -$2.91K | 0.05% | 121 |
|
|
2022
Q2 | $409K | Hold |
4,429
| – | – | 0.05% | 120 |
|
|
2022
Q1 | $478K | Sell |
4,429
-120
| -3% | -$12.9K | 0.05% | 123 |
|
|
2021
Q4 | $521K | Buy |
4,549
+560
| +14% | +$63.8K | 0.05% | 122 |
|
|
2021
Q3 | $436K | Sell |
3,989
-177
| -4% | -$19.5K | 0.05% | 129 |
|
|
2021
Q2 | $471K | Buy |
4,166
+500
| +14% | +$55.8K | 0.05% | 126 |
|
|
2021
Q1 | $398K | Buy |
3,666
+420
| +13% | +$44K | 0.05% | 126 |
|
|
2020
Q4 | $298K | Hold |
3,246
| – | – | 0.04% | 141 |
|
|
2020
Q3 | $228K | Sell |
3,246
-396
| -11% | -$28.4K | 0.03% | 150 |
|
|
2020
Q2 | $249K | Sell |
3,642
-85
| -2% | -$5.37K | 0.04% | 139 |
|
|
2020
Q1 | $209K | Hold |
3,727
| – | – | 0.04% | 141 |
|
|
2019
Q4 | $313K | Buy |
3,727
+100
| +3% | +$8.05K | 0.04% | 144 |
|
|
2019
Q3 | $282K | Sell |
3,627
-355
| -9% | -$27.5K | 0.04% | 145 |
|
|
2019
Q2 | $312K | Sell |
3,982
-301
| -7% | -$23.4K | 0.05% | 166 |
|
|
2019
Q1 | $330K | Buy |
4,283
+1,073
| +33% | +$82.4K | 0.05% | 163 |
|
|
2018
Q4 | $223K | Buy |
3,210
+3,070
| +2,193% | +$237K | 0.04% | 179 |
|
|
2018
Q3 | $12K | Hold |
140
| – | – | ﹤0.01% | 449 |
|
|
2018
Q2 | $12K | Hold |
140
| – | – | ﹤0.01% | 444 |
|
|
2018
Q1 | $11K | Hold |
140
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $11K | Buy |
+140
| New | +$10.6K | ﹤0.01% | 413 |
|
|
2017
Q1 | – | Sell |
-440
| Closed | -$30K | – | 517 |
|
|
2016
Q4 | $30K | Buy |
+440
| New | +$28.4K | 0.01% | 336 |
|
Other funds holding IJR
Baldwin Wealth Partners's IJR Position: Q3 2026 in Review
Baldwin Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q3 2026, selling an estimated $284K and leaving 61,263 shares worth $8.33M. The position accounts for 0.55% of the portfolio, ranked #40.
Baldwin Wealth Partners first reported a position in IJR in Q4 2016 and has held it in 37 quarters since. The position peaked at $9.38M in Q2 2026. 1,023 funds tracked by Wall St. Rank hold IJR as of Q3 2026.
- Baldwin Wealth Partners held 61,263 shares of iShares Core S&P Small-Cap ETF worth $8.33M as of Q3 2026.
- Baldwin Wealth Partners sold 1,964 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $284K.
- iShares Core S&P Small-Cap ETF made up 0.55% of Baldwin Wealth Partners's portfolio in Q3 2026, its #40 holding.
- Baldwin Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 37 quarters since.
- Baldwin Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $9.38M in Q2 2026.
- 1,023 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.
Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.