Number of Shares
118,287.00
Current Holdings Value*
$9.14 Mil
% of Portfolio
1.46%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
16.70%

Baron Silver Stevens Financial Advisors, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 118,287.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $9.14 Mil. This investment constitutes 1.46% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.02% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 15 purchases of IXUS, at an average price of $64.51, for a total of 134,762.00 shares. In addition, there have been 3 sales at an average price of $60.08 for 16,475.00 shares. Based on historical transaction data and IXUS's current price of $77.40, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his IXUS holdings is $1.45 Mil, reflecting a 16.70% gain to date.

Baron Silver Stevens Financial Advisors, LLC IXUS ($77.40) Holding Chart

Baron Silver Stevens Financial Advisors, LLC IXUS ($77.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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