Baron Silver Stevens Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	583	–	–	0.03%	132
2026 Q1	$208K	Hold	583	–	–	0.03%	128
2025 Q4	$218K	Hold	583	–	–	0.03%	129
2025 Q3	$213K	Buy	+583	New	+$205K	0.03%	141
2022 Q4	–	Sell	-583	Closed	-$30.4M	–	121
2022 Q3	$30.4M	Sell	583 -438	-43%	-$96.1K	8.27%	3
2022 Q2	$212K	Buy	+1,021	New	+$231K	0.05%	98
2021 Q1	–	Sell	-640	Closed	-$135K	–	249
2020 Q4	$135K	Buy	+640	New	+$128K	0.05%	81

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Baron Silver Stevens Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 583 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #132.

Baron Silver Stevens Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 7 quarters since. The position peaked at $30.4M in Q3 2022. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Baron Silver Stevens Financial Advisors held 583 shares of iShares Russell 1000 ETF worth $239K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #132 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 7 quarters since.
Baron Silver Stevens Financial Advisors's iShares Russell 1000 ETF position peaked at $30.4M in Q3 2022.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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