Baron Wealth Management’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 | $25.3M | Sell |
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|
2025
Q2 | $23.4M | Sell |
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|
2025
Q1 | $23.9M | Sell |
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|
2024
Q4 | $26.6M | Buy |
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|
2024
Q3 | $26.3M | Buy |
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|
2024
Q2 | $22.9M | Buy |
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|
2024
Q1 | $22.3M | Buy |
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|
2023
Q4 | $21M | Buy |
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|
2023
Q3 | $16.5M | Buy |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $16.2M | Buy |
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|
2022
Q4 | $15.3M | Buy |
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