Baron Wealth Management’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 | $23.4M | Sell |
213,802
-15,157
| -7% | -$1.66M | 8.28% | 4 |
|
|
2025
Q1 | $23.9M | Sell |
228,959
-1,896
| -0.8% | -$198K | 10.52% | 2 |
|
|
2024
Q4 | $26.6M | Buy |
230,855
+6,245
| +3% | +$720K | 12.52% | 2 |
|
|
2024
Q3 | $26.3M | Buy |
224,610
+9,664
| +4% | +$1.13M | 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% | +$868K | 11.86% | 2 |
|
|
2023
Q4 | $21M | Buy |
194,272
+19,124
| +11% | +$2.07M | 11.52% | 2 |
|
|
2023
Q3 | $16.5M | Buy |
175,148
+1,807
| +1% | +$170K | 10.55% | 2 |
|
|
2023
Q2 | $17.3M | Buy |
173,341
+6,205
| +4% | +$618K | 10.97% | 2 |
|
|
2023
Q1 | $16.2M | Buy |
167,136
+5,565
| +3% | +$538K | 11.44% | 2 |
|
|
2022
Q4 | $15.3M | Buy |
+161,571
| New | +$15.3M | 11.72% | 2 |
|