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iShares S&P SmallCap 600 Index shares owned by Baron Financial Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Baron Financial Group from 13F filings

Historical chart of Baron Financial Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Baron Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 42k 108.25
2023-09-30 $4.1M 43k 94.33
2023-06-30 $4.3M 43k 99.65
2023-03-31 $3.9M 40k 96.70
2022-12-31 $3.8M 41k 94.64
2022-09-30 $3.3M 38k 87.18
2022-06-30 $3.4M 37k 92.41
2022-03-31 $3.6M 33k 107.88
2021-12-31 $3.0M 26k 114.51
2021-09-30 $2.5M 23k 109.19
2021-06-30 $2.4M 21k 112.98
2021-03-31 $2.2M 20k 108.53
2020-12-31 $1.9M 20k 91.90
2020-09-30 $1.5M 22k 70.23

More positions owned by Baron Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Baron Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
First Command Advisory Services
Raymond James & Associates
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index