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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.0M | 7.4k | 669.27 |
| 2025-06-30 | $4.6M | 7.3k | 620.87 |
| 2025-03-31 | $4.2M | 7.5k | 561.88 |
| 2024-12-31 | $3.3M | 5.6k | 588.65 |
| 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
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