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iShares S&P SmallCap 600 Index shares owned by Baron Wealth Management

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

Historical chart of Baron Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 213k 118.83
2025-06-30 $23M 214k 109.29
2025-03-31 $24M 229k 104.57
2024-12-31 $27M 231k 115.22
2024-09-30 $26M 225k 116.96
2024-03-31 $22M 202k 110.52
2023-12-31 $21M 194k 108.25
2023-09-30 $17M 175k 94.33
2023-06-30 $17M 173k 99.65
2023-03-31 $16M 167k 96.70
2022-12-31 $15M 162k 94.64