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iShares S&P 1500 Index Fund shares owned by Silver Oak Securities

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2023-12-31 $823k 7.8k 105.23
2023-09-30 $693k 7.4k 94.20
2023-06-30 $762k 7.8k 97.81
2023-03-31 $838k 9.3k 90.52
2022-12-31 $646k 7.6k 84.87
2022-09-30 $693k 7.4k 94.20

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Silver Oak Securities

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund