Baron Silver Stevens Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
2,575
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $238K | Hold |
2,575
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $238K | Buy |
2,575
+288
| +13% | +$26.7K | 0.04% | 109 |
|
|
2024
Q3 | $218K | Sell |
2,287
-709
| -24% | -$67.7K | 0.04% | 111 |
|
|
2024
Q2 | $264K | Buy |
2,996
+652
| +28% | +$57.5K | 0.05% | 101 |
|
|
2024
Q1 | $212K | Buy |
+2,344
| New | +$212K | 0.04% | 120 |
|
|
2023
Q4 | – | Sell |
-3,057
| Closed | -$228K | – | 112 |
|
|
2023
Q3 | $228K | Sell |
3,057
-327
| -10% | -$24.4K | 0.05% | 95 |
|
|
2023
Q2 | $265K | Hold |
3,384
| – | – | 0.06% | 88 |
|
|
2023
Q1 | $250K | Hold |
3,384
| – | – | 0.07% | 91 |
|
|
2022
Q4 | $239K | Sell |
3,384
-1,557
| -32% | -$110K | 0.06% | 86 |
|
|
2022
Q3 | $212 | Buy |
4,941
+1,557
| +46% | +$67 | 0.06% | 84 |
|
|
2022
Q2 | $226K | Hold |
3,384
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $256K | Buy |
+3,384
| New | +$256K | 0.06% | 83 |
|