Baron Silver Stevens Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$251K	Buy	2,455 +124	+5%	+$13K	0.04%	119
2025 Q4	$239K	Sell	2,331 -244	-9%	-$24.7K	0.03%	124
2025 Q3	$257K	Hold	2,575	–	–	0.04%	123
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%	+$27.7K	0.04%	109
2024 Q3	$218K	Sell	2,287 -709	-24%	-$65.2K	0.04%	111
2024 Q2	$264K	Buy	2,996 +652	+28%	+$57.5K	0.05%	101
2024 Q1	$212K	Buy	+2,344	New	+$202K	0.04%	120
2023 Q4	–	Sell	-3,057	Closed	-$228K	–	112
2023 Q3	$228K	Sell	3,057 -327	-10%	-$25.7K	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%	-$108K	0.06%	86
2022 Q3	$212	Buy	4,941 +1,557	+46%	+$107K	0.06%	84
2022 Q2	$226K	Hold	3,384	–	–	0.06%	95
2022 Q1	$256K	Buy	+3,384	New	+$254K	0.06%	83

Other funds holding IUSV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IUSV Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 5.3% in Q1 2026, buying an estimated $13K and bringing the position to 2,455 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #119.

Baron Silver Stevens Financial Advisors first reported a position in IUSV in Q1 2022 and has held it in 16 quarters since. The position peaked at $265K in Q2 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Baron Silver Stevens Financial Advisors held 2,455 shares of iShares Core S&P US Value ETF worth $251K as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 124 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $13K.
iShares Core S&P US Value ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #119 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 16 quarters since.
Baron Silver Stevens Financial Advisors's iShares Core S&P US Value ETF position peaked at $265K in Q2 2023.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.