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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
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

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Scp Etf (IJR)
Rivian Automotive Com Cl A (RIVN)
Apple (AAPL)
Snap-on Incorporated (SNA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ford Motor Company (F)
Five Below (FIVE)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Baron Wealth Management

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
Raymond James & Associates
First Command Advisory Services
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