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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,724	Closed	-$329K	–	141
2025 Q3	$329K	Sell	2,724 -127	-4%	-$14.6K	0.05%	104
2025 Q2	$314K	Buy	+2,851	New	+$282K	0.05%	104
2024 Q2	–	Sell	-2,370	Closed	-$200K	–	118
2024 Q1	$200K	Buy	+2,370	New	+$190K	0.04%	127

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IVW Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 2,724 shares — an estimated $329K sold.

Baron Silver Stevens Financial Advisors first reported a position in IVW in Q1 2024 and held it in 3 quarters. The position peaked at $329K in Q3 2025. 2,077 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Baron Silver Stevens Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,724 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $329K.
Baron Silver Stevens Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 3 quarters.
Baron Silver Stevens Financial Advisors's iShares S&P 500 Growth ETF position peaked at $329K in Q3 2025.
2,077 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.