ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 190,826 Value ($000) $22,933 Avg Close — Range —
Q3 2025
Shares 212,658 Value ($000) $25,270 Avg Close — Range —
Q2 2025
Shares 213,802 Value ($000) $23,366 Avg Close — Range —
Q1 2025
Shares 228,959 Value ($000) $23,942 Avg Close — Range —
Q4 2024
Shares 230,855 Value ($000) $26,599 Avg Close — Range —
Q3 2024
Shares 224,610 Value ($000) $26,270 Avg Close — Range —
Q2 2024
Shares 214,946 Value ($000) $22,926 Avg Close — Range —
Q1 2024
Shares 202,128 Value ($000) $22,339 Avg Close — Range —
Q4 2023
Shares 194,272 Value ($000) $21,030 Avg Close — Range —
Q3 2023
Shares 175,148 Value ($000) $16,522 Avg Close — Range —
Q2 2023
Shares 173,341 Value ($000) $17,273 Avg Close — Range —
Q1 2023
Shares 167,136 Value ($000) $16,162 Avg Close — Range —
Q4 2022
Shares 161,571 Value ($000) $15,291 Avg Close — Range —