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Baron Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Baron Financial Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.43M Sell
29,855
-828
-3% -$114K 2.11% 16
2026
Q1 		$3.81M Sell
30,683
-974
-3% -$124K 2.06% 18
2025
Q4 		$3.8M Sell
31,657
-1,796
-5% -$215K 2.04% 18
2025
Q3 		$3.98M Sell
33,453
-491
-1% -$56.5K 2.18% 17
2025
Q2 		$3.71M Sell
33,944
-740
-2% -$76.5K 2.18% 18
2025
Q1 		$3.63M Sell
34,684
-560
-2% -$63.2K 2.28% 18
2024
Q4 		$4.06M Sell
35,244
-1,182
-3% -$141K 2.52% 15
2024
Q3 		$4.26M Sell
36,426
-1,629
-4% -$184K 2.61% 14
2024
Q2 		$4.06M Sell
38,055
-2,440
-6% -$261K 2.58% 15
2024
Q1 		$4.48M Sell
40,495
-1,950
-5% -$207K 2.76% 11
2023
Q4 		$4.59M Sell
42,445
-649
-2% -$62.5K 2.93% 10
2023
Q3 		$4.07M Buy
43,094
+5
+0% +$499 2.64% 12
2023
Q2 		$4.29M Buy
43,089
+2,648
+7% +$252K 2.65% 13
2023
Q1 		$3.91M Sell
40,441
-106
-0.3% -$10.6K 2.48% 15
2022
Q4 		$3.84M Buy
40,547
+2,397
+6% +$230K 2.54% 12
2022
Q3 		$3.33M Buy
38,150
+1,090
+3% +$106K 2.24% 16
2022
Q2 		$3.42M Buy
37,060
+3,740
+11% +$372K 2.26% 17
2022
Q1 		$3.59M Buy
33,320
+6,960
+26% +$751K 2.09% 17
2021
Q4 		$3.02M Buy
26,360
+3,720
+16% +$424K 1.71% 18
2021
Q3 		$2.47M Buy
22,640
+1,390
+7% +$153K 1.5% 22
2021
Q2 		$2.4M Buy
21,250
+1,210
+6% +$135K 1.49% 22
2021
Q1 		$2.17M Sell
20,040
-385
-2% -$40.3K 1.5% 22
2020
Q4 		$1.88M Sell
20,425
-1,440
-7% -$118K 1.5% 19
2020
Q3 		$1.54M Buy
+21,865
New +$1.57M 1.44% 19

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Baron Financial Group's IJR Position: Q2 2026 in Review

Baron Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, selling an estimated $114K and leaving 29,855 shares worth $4.43M. The position accounts for 2.11% of the portfolio, ranked #16.

Baron Financial Group first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.59M in Q4 2023. 683 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Baron Financial Group held 29,855 shares of iShares Core S&P Small-Cap ETF worth $4.43M as of Q2 2026.
  • Baron Financial Group sold 828 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P Small-Cap ETF made up 2.11% of Baron Financial Group's portfolio in Q2 2026, its #16 holding.
  • Baron Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares Core S&P Small-Cap ETF position peaked at $4.59M in Q4 2023.
  • 683 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.