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Baron Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Baron Financial Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8
Closed -$712 – 119
2022
Q2 		$712 Hold
8
– – ﹤0.01% 201
2022
Q1 		$819 Hold
8
– – ﹤0.01% 214
2021
Q4 		$836 Hold
8
– – ﹤0.01% 215
2021
Q3 		$805 Hold
8
– – ﹤0.01% 220
2021
Q2 		$843 Hold
8
– – ﹤0.01% 233
2021
Q1 		$806 Hold
8
– – ﹤0.01% 235
2020
Q4 		$650 Hold
8
– – ﹤0.01% 247
2020
Q3 		$490 Buy
+8
New +$503 ﹤0.01% 276

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Baron Financial Group's IJS Position: Q3 2022 in Review

Baron Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 8 shares — an estimated $712 sold.

Baron Financial Group first reported a position in IJS in Q3 2020 and held it in 8 quarters. The position peaked at $843 in Q2 2021. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

  • Baron Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 8 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $712.
  • Baron Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $843 in Q2 2021.
  • 696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.