Baron Financial Group’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
2025
Q3
$3.98M Sell
2025
Q2
$3.71M Sell
2025
Q1
$3.63M Sell
2024
Q4
$4.06M Sell
2024
Q3
$4.26M Sell
2024
Q2
$4.06M Sell
2024
Q1
$4.48M Sell
2023
Q4
$4.59M Sell
2023
Q3
$4.07M Buy
2023
Q2
$4.29M Buy
2023
Q1
$3.91M Sell
2022
Q4
$3.84M Buy
2022
Q3
$3.33M Buy
2022
Q2
$3.42M Buy
2022
Q1
$3.59M Buy
2021
Q4
$3.02M Buy
2021
Q3
$2.47M Buy
2021
Q2
$2.4M Buy
2021
Q1
$2.17M Sell
2020
Q4
$1.88M Sell
2020
Q3
$1.54M Buy