ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 7,810 Value ($000) $1,643 Avg Close — Range —
Q3 2025
Shares 7,810 Value ($000) $1,590 Avg Close — Range —
Q2 2025
Shares 7,836 Value ($000) $1,522 Avg Close — Range —
Q1 2025
Shares 7,836 Value ($000) $1,474 Avg Close — Range —
Q4 2024
Shares 8,508 Value ($000) $1,575 Avg Close — Range —
Q3 2024
Shares 8,649 Value ($000) $1,641 Avg Close — Range —
Q2 2024
Shares 8,649 Value ($000) $1,509 Avg Close — Range —
Q1 2024
Shares 8,685 Value ($000) $1,555 Avg Close — Range —
Q4 2023
Shares 8,972 Value ($000) $1,483 Avg Close — Range —
Q3 2023
Shares 9,353 Value ($000) $1,420 Avg Close — Range —
Q2 2023
Shares 9,405 Value ($000) $1,484 Avg Close — Range —
Q1 2023
Shares 9,180 Value ($000) $1,398 Avg Close — Range —
Q4 2022
Shares 9,180 Value ($000) $1,392 Avg Close — Range —
Q3 2022
Shares 9,179 Value ($000) $244 Avg Close — Range —
Q2 2022
Shares 9,938 Value ($000) $1,440 Avg Close — Range —
Q1 2022
Shares 9,180 Value ($000) $1,523 Avg Close — Range —
Q4 2021
Shares 9,179 Value ($000) $1,541 Avg Close — Range —
Q3 2021
Shares 9,479 Value ($000) $1,483 Avg Close — Range —
Q2 2021
Shares 10,163 Value ($000) $1,612 Avg Close — Range —
Q4 2020
Shares 10,163 Value ($000) $1,389 Avg Close — Range —