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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Buy
2022
Q4
Sell
2022
Q3
$30.4K Sell
2022
Q2
$212K Buy
2021
Q1
Sell
2020
Q4
$135K Buy