ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,146 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 1,133 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 1,123 Value ($000) $242 Avg Close — Range —
Q1 2025
Shares 1,123 Value ($000) $224 Avg Close — Range —
Q4 2024
Shares 1,123 Value ($000) $248 Avg Close — Range —
Q3 2024
Shares 1,151 Value ($000) $254 Avg Close — Range —
Q2 2024
Shares 1,151 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 1,151 Value ($000) $242 Avg Close — Range —
Q4 2023
Shares 1,151 Value ($000) $231 Avg Close — Range —
Q3 2023
Shares 1,334 Value ($000) $236 Avg Close — Range —
Q2 2023
Shares 1,334 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 1,233 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 1,462 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 1,925 Value ($000) $326 Avg Close — Range —
Q1 2022
Shares 1,862 Value ($000) $382 Avg Close — Range —
Q4 2021
Shares 1,485 Value ($000) $330 Avg Close — Range —
Q3 2021
Shares 1,485 Value ($000) $324 Avg Close — Range —
Q2 2021
Shares 1,485 Value ($000) $340 Avg Close — Range —
Q4 2020
Shares 1,459 Value ($000) $286 Avg Close — Range —