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

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

Historical chart of Silver Oak Securities 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 Securities 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 Securities

Quarter filed Position value Share count Share price at filing
2023-12-31 $392k 2.3k 173.90
2023-09-30 $351k 2.3k 153.84
2022-12-31 $1.7M 12k 145.05
2022-09-30 $351k 2.3k 153.84

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 500 Value Index

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Stifel Financial
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CWM
Us Bancorp
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Mariner Wealth Advisors
Commonwealth Equity Services
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Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index