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iShares S&P 500 Value Index shares owned by Silver Oak Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Silver Oak Advisory Group from 13F filings

Historical chart of Silver Oak Advisory Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Silver Oak Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Silver Oak Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 1.0k 196.88

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Apple (AAPL)

View all positions for Silver Oak Advisory Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index