Baron Silver Stevens Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.7M | Buy |
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|
2025
Q2 | $50.6M | Sell |
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|
2025
Q1 | $46.1M | Buy |
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|
2024
Q4 | $47.5M | Buy |
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|
2024
Q3 | $45.2M | Buy |
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|
2024
Q2 | $42.1M | Buy |
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|
2024
Q1 | $40.5M | Sell |
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|
2023
Q4 | $36.8M | Sell |
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|
2023
Q3 | $33.9M | Sell |
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|
2023
Q2 | $36.8M | Buy |
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|
2023
Q1 | $31.6M | Sell |
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|
2022
Q4 | $32.5M | Sell |
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|
2022
Q3 | $16.3K | Sell |
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|
2022
Q2 | $32.6M | Buy |
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|
2022
Q1 | $37.6M | Buy |
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|
2021
Q4 | $38.8M | Sell |
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|
2021
Q3 | $35.3M | Sell |
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|
2021
Q2 | $35.3M | Buy |
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|
2021
Q1 | $32.1M | Buy |
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|
2020
Q4 | $28.8M | Buy |
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