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

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

Historical chart of SilverOak Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 5.6k 576.79
2024-06-30 $3.1M 5.6k 547.20
2024-03-31 $3.0M 5.7k 525.70
2023-12-31 $2.7M 5.8k 477.60

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 Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
H.B. Fuller Company (FUL)
CMS Energy Corporation (CMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index