BWM
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Baron Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Baron Wealth Management’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 		$24M Sell
161,676
-10,552
-6% -$1.45M 6.22% 4
2026
Q1 		$21.4M Sell
172,228
-18,598
-10% -$2.36M 6.4% 4
2025
Q4 		$22.9M Sell
190,826
-21,832
-10% -$2.61M 7.07% 4
2025
Q3 		$25.3M Sell
212,658
-1,144
-0.5% -$132K 8.36% 4
2025
Q2 		$23.4M Sell
213,802
-15,157
-7% -$1.57M 8.28% 4
2025
Q1 		$23.9M Sell
228,959
-1,896
-0.8% -$214K 10.52% 2
2024
Q4 		$26.6M Buy
230,855
+6,245
+3% +$746K 12.52% 2
2024
Q3 		$26.3M Buy
224,610
+9,664
+4% +$1.09M 12.64% 2
2024
Q2 		$22.9M Buy
214,946
+12,818
+6% +$1.37M 11.88% 2
2024
Q1 		$22.3M Buy
202,128
+7,856
+4% +$834K 11.86% 2
2023
Q4 		$21M Buy
194,272
+19,124
+11% +$1.84M 11.52% 2
2023
Q3 		$16.5M Buy
175,148
+1,807
+1% +$181K 10.55% 2
2023
Q2 		$17.3M Buy
173,341
+6,205
+4% +$591K 10.97% 2
2023
Q1 		$16.2M Buy
167,136
+5,565
+3% +$556K 11.44% 2
2022
Q4 		$15.3M Buy
+161,571
New +$15.5M 11.72% 2

Other funds holding IJR

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
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
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Baron Wealth Management's IJR Position: Q2 2026 in Review

Baron Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q2 2026, selling an estimated $1.45M and leaving 161,676 shares worth $24M. The position accounts for 6.22% of the portfolio, ranked #4.

Baron Wealth Management first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.6M in Q4 2024. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Baron Wealth Management held 161,676 shares of iShares Core S&P Small-Cap ETF worth $24M as of Q2 2026.
  • Baron Wealth Management sold 10,552 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Core S&P Small-Cap ETF made up 6.22% of Baron Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Baron Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $26.6M in Q4 2024.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.