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Baron Silver Stevens Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Baron Silver Stevens Financial Advisors’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
2026
Q2 		$65.7M Buy
87,712
+418
+0.5% +$304K 8.31% 1
2026
Q1 		$57M Buy
87,294
+420
+0.5% +$287K 8.27% 1
2025
Q4 		$59.5M Buy
86,874
+729
+0.8% +$495K 8.59% 1
2025
Q3 		$57.7M Buy
86,145
+4,697
+6% +$3.03M 8.44% 1
2025
Q2 		$50.6M Sell
81,448
-673
-0.8% -$386K 8.1% 1
2025
Q1 		$46.1M Buy
82,121
+1,441
+2% +$851K 8.07% 2
2024
Q4 		$47.5M Buy
80,680
+2,405
+3% +$1.42M 8.06% 1
2024
Q3 		$45.2M Buy
78,275
+1,268
+2% +$705K 7.88% 2
2024
Q2 		$42.1M Buy
77,007
+22
+0% +$11.6K 7.99% 1
2024
Q1 		$40.5M Sell
76,985
-75
-0.1% -$37.5K 7.82% 1
2023
Q4 		$36.8M Sell
77,060
-1,984
-3% -$888K 7.72% 2
2023
Q3 		$33.9M Sell
79,044
-3,470
-4% -$1.55M 7.68% 3
2023
Q2 		$36.8M Buy
82,514
+5,585
+7% +$2.35M 8.07% 2
2023
Q1 		$31.6M Sell
76,929
-7,758
-9% -$3.11M 8.23% 1
2022
Q4 		$32.5M Sell
84,687
-1,194
-1% -$461K 8% 2
2022
Q3 		$16.3K Sell
85,881
-80
-0.1% -$31.9K 4.44% 8
2022
Q2 		$32.6M Buy
85,961
+3,181
+4% +$1.31M 8.43% 2
2022
Q1 		$37.6M Buy
82,780
+1,371
+2% +$613K 8.8% 2
2021
Q4 		$38.8M Sell
81,409
-626
-0.8% -$288K 9.18% 2
2021
Q3 		$35.3M Sell
82,035
-6
-0% -$2.66K 9.42% 2
2021
Q2 		$35.3M Buy
82,041
+1,248
+2% +$523K 9.57% 3
2021
Q1 		$32.1M Buy
80,793
+4,017
+5% +$1.56M 17.48% 2
2020
Q4 		$28.8M Buy
+76,776
New +$27.3M 9.87% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IVV Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.48% in Q2 2026, buying an estimated $304K and bringing the position to 87,712 shares worth $65.7M. The position accounts for 8.31% of the portfolio, ranked #1.

Baron Silver Stevens Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 87,712 shares of iShares Core S&P 500 ETF worth $65.7M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 418 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $304K.
  • iShares Core S&P 500 ETF made up 8.31% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.