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Silver Oak Securities »

iShares Russell 3000 Value Index shares owned by Silver Oak Securities

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Silver Oak Securities

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$5.7M	68k	84.33
2023-09-30	$968k	13k	74.62
2023-06-30	$3.6M	46k	78.26
2023-03-31	$3.5M	47k	73.78
2022-12-31	$3.5M	49k	70.63
2022-09-30	$968k	13k	74.62
2022-06-30	$3.3M	47k	68.56
2022-03-31	$3.9M	51k	76.25

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 Russell 3000 Value Index

Bank of America Corporation

Commonwealth Equity Services

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William Blair $ Company

Goldman Sachs Group

Modera Wealth Management

Royal Bank of Canada

CWM

Benjamin F. Edwards & Company

Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index

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