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iShares Russell 1000 Index shares owned by Silver Oak Securities

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7M 5.1k 339.57
2025-03-31 $37k 120 305.03
2024-09-30 $38k 120 313.24
2023-09-30 $420k 1.7k 243.48
2023-06-30 $420k 1.7k 243.48

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NVIDIA Corporation (NVDA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Silver Oak Securities

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index