Silver Oak Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Silver Oak Advisory Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$234K	Hold	1,026	–	–	0.09%	77
2026 Q2	$232K	Hold	1,026	–	–	0.09%	79
2026 Q1	$216K	Hold	1,026	–	–	0.09%	76
2025 Q4	$217K	Hold	1,026	–	–	0.1%	72
2025 Q3	$211K	Hold	1,026	–	–	0.1%	75
2025 Q2	$200K	Buy	+1,026	New	+$191K	0.1%	73
2024 Q4	–	Sell	-1,026	Closed	-$202K	–	67
2024 Q3	$202K	Buy	+1,026	New	+$195K	0.1%	68

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Silver Oak Advisory Group's IVE Position: Q3 2026 in Review

Silver Oak Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,026 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #77.

Silver Oak Advisory Group first reported a position in IVE in Q3 2024 and has held it in 7 quarters since. 1,421 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Silver Oak Advisory Group held 1,026 shares of iShares S&P 500 Value ETF worth $234K as of Q3 2026.
Silver Oak Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.09% of Silver Oak Advisory Group's portfolio in Q3 2026, its #77 holding.
Silver Oak Advisory Group first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
1,421 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.