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iShares S&P 500 Value Index shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management 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 SilverOak Wealth Management 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 SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 97k 206.51
2025-06-30 $19M 99k 195.42
2025-03-31 $19M 98k 190.58
2024-12-31 $18M 95k 190.88
2024-09-30 $19M 94k 197.17
2024-06-30 $17M 94k 182.01
2024-03-31 $18M 95k 186.81
2023-12-31 $17M 98k 173.89

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding iShares S&P 500 Value Index

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UBS Group
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CWM
Lido Advisors
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index