Baron Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
33,944
-740
| -2% | -$80.9K | 2.18% | 18 |
|
|
2025
Q1 | $3.63M | Sell |
34,684
-560
| -2% | -$58.6K | 2.28% | 18 |
|
|
2024
Q4 | $4.06M | Sell |
35,244
-1,182
| -3% | -$136K | 2.52% | 15 |
|
|
2024
Q3 | $4.26M | Sell |
36,426
-1,629
| -4% | -$191K | 2.61% | 14 |
|
|
2024
Q2 | $4.06M | Sell |
38,055
-2,440
| -6% | -$260K | 2.58% | 15 |
|
|
2024
Q1 | $4.48M | Sell |
40,495
-1,950
| -5% | -$216K | 2.76% | 11 |
|
|
2023
Q4 | $4.59M | Sell |
42,445
-649
| -2% | -$70.3K | 2.93% | 10 |
|
|
2023
Q3 | $4.07M | Buy |
43,094
+5
| +0% | +$472 | 2.64% | 12 |
|
|
2023
Q2 | $4.29M | Buy |
43,089
+2,648
| +7% | +$264K | 2.65% | 13 |
|
|
2023
Q1 | $3.91M | Sell |
40,441
-106
| -0.3% | -$10.3K | 2.48% | 15 |
|
|
2022
Q4 | $3.84M | Buy |
40,547
+2,397
| +6% | +$227K | 2.54% | 12 |
|
|
2022
Q3 | $3.33M | Buy |
38,150
+1,090
| +3% | +$95K | 2.24% | 16 |
|
|
2022
Q2 | $3.42M | Buy |
37,060
+3,740
| +11% | +$346K | 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% | +$426K | 1.71% | 18 |
|
|
2021
Q3 | $2.47M | Buy |
22,640
+1,390
| +7% | +$152K | 1.5% | 22 |
|
|
2021
Q2 | $2.4M | Buy |
21,250
+1,210
| +6% | +$137K | 1.49% | 22 |
|
|
2021
Q1 | $2.17M | Sell |
20,040
-385
| -2% | -$41.8K | 1.5% | 22 |
|
|
2020
Q4 | $1.88M | Sell |
20,425
-1,440
| -7% | -$132K | 1.5% | 19 |
|
|
2020
Q3 | $1.54M | Buy |
+21,865
| New | +$1.54M | 1.44% | 19 |
|