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

Baron Silver Stevens Financial Advisors’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
Q1 		$20.8M Buy
167,681
+3,787
+2% +$481K 3.02% 11
2025
Q4 		$19.7M Sell
163,894
-3,405
-2% -$407K 2.84% 12
2025
Q3 		$19.9M Buy
167,299
+2,573
+2% +$296K 2.91% 12
2025
Q2 		$18M Sell
164,726
-3,632
-2% -$375K 2.88% 12
2025
Q1 		$17.6M Sell
168,358
-3,839
-2% -$433K 3.08% 12
2024
Q4 		$19.8M Buy
172,197
+5,638
+3% +$674K 3.37% 11
2024
Q3 		$19.5M Buy
166,559
+3,981
+2% +$450K 3.4% 10
2024
Q2 		$17.3M Buy
162,578
+6,782
+4% +$726K 3.29% 11
2024
Q1 		$17.2M Sell
155,796
-154
-0.1% -$16.4K 3.33% 10
2023
Q4 		$16.9M Sell
155,950
-6,643
-4% -$640K 3.54% 10
2023
Q3 		$15.3M Buy
162,593
+2,685
+2% +$268K 3.47% 9
2023
Q2 		$15.9M Buy
159,908
+23,113
+17% +$2.2M 3.5% 10
2023
Q1 		$13.2M Sell
136,795
-18,851
-12% -$1.88M 3.44% 11
2022
Q4 		$14.7M Buy
155,646
+2,149
+1% +$206K 3.62% 11
2022
Q3 		$7.3K Buy
153,497
+1,741
+1% +$169K 1.99% 18
2022
Q2 		$14M Buy
151,756
+5,142
+4% +$511K 3.63% 10
2022
Q1 		$15.8M Sell
146,614
-3,860
-3% -$417K 3.71% 10
2021
Q4 		$17.2M Buy
150,474
+4,000
+3% +$456K 4.08% 10
2021
Q3 		$16M Buy
146,474
+5,411
+4% +$596K 4.26% 9
2021
Q2 		$15.9M Buy
141,063
+3,499
+3% +$390K 4.32% 8
2021
Q1 		$14.9M Buy
137,564
+1,289
+0.9% +$135K 8.12% 5
2020
Q4 		$12.5M Buy
+136,275
New +$11.2M 4.29% 8

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IJR Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q1 2026, buying an estimated $481K and bringing the position to 167,681 shares worth $20.8M. The position accounts for 3.02% of the portfolio, ranked #11.

Baron Silver Stevens Financial Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 167,681 shares of iShares Core S&P Small-Cap ETF worth $20.8M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 3,787 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $481K.
  • iShares Core S&P Small-Cap ETF made up 3.02% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.