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iShares S&P 500 Value Index shares owned by Baron Silver Stevens Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Baron Silver Stevens Financial Advisors from 13F filings

Historical chart of Baron Silver Stevens Financial Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Baron Silver Stevens Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Baron Silver Stevens Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $426k 2.1k 206.51
2025-06-30 $399k 2.0k 195.42
2024-03-31 $296k 1.6k 186.81
2020-12-31 $79k 623 126.81

More positions owned by Baron Silver Stevens Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Baron Silver Stevens Financial Advisors

Top funds holding iShares S&P 500 Value Index

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