Baron Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Baron Financial Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-156	Closed	-$59.1K	–	123
2022 Q2	$59.1K	Hold	156	–	–	0.04%	77
2022 Q1	$70.8K	Hold	156	–	–	0.04%	76
2021 Q4	$74.4K	Hold	156	–	–	0.04%	76
2021 Q3	$67.2K	Hold	156	–	–	0.04%	77
2021 Q2	$67.1K	Sell	156 -25	-14%	-$10.5K	0.04%	80
2021 Q1	$72K	Hold	181	–	–	0.05%	80
2020 Q4	$67.9K	Hold	181	–	–	0.05%	76
2020 Q3	$60.8K	Buy	+181	New	+$60.2K	0.06%	79

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baron Financial Group's IVV Position: Q3 2022 in Review

Baron Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q3 2022, closing a stake of 156 shares — an estimated $59.1K sold.

Baron Financial Group first reported a position in IVV in Q3 2020 and held it in 8 quarters. The position peaked at $74.4K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Baron Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 156 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $59.1K.
Baron Financial Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's iShares Core S&P 500 ETF position peaked at $74.4K in Q4 2021.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.