iShares S&P 500 Index shares owned by Silver Oak Securities
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Silver Oak Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 11k | 669.28 |
| 2025-06-30 | $6.9M | 11k | 620.88 |
| 2025-03-31 | $7.7M | 14k | 558.12 |
| 2024-12-31 | $6.8M | 12k | 591.00 |
| 2024-09-30 | $10M | 18k | 573.74 |
| 2024-06-30 | $9.1M | 17k | 547.24 |
| 2024-03-31 | $7.8M | 15k | 525.73 |
| 2023-12-31 | $7.7M | 16k | 477.63 |
| 2023-09-30 | $8.7M | 20k | 445.74 |
| 2023-06-30 | $8.7M | 20k | 445.74 |
| 2023-03-31 | $9.3M | 23k | 411.08 |
| 2022-12-31 | $9.5M | 25k | 384.22 |
| 2022-09-30 | $8.7M | 24k | 358.66 |
| 2022-06-30 | $9.5M | 24k | 397.51 |
| 2022-03-31 | $8.2M | 18k | 445.59 |