ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001851395)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 2,063 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 2,041 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 1,583 Value ($000) $296 Avg Close — Range —
Q4 2020
Shares 623 Value ($000) $79 Avg Close — Range —