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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Silver Oak Advisory Group's IVE Position: Q1 2026 in Review

Silver Oak Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 1,026 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #76.

Silver Oak Advisory Group first reported a position in IVE in Q3 2024 and has held it in 5 quarters since. The position peaked at $217K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Silver Oak Advisory Group held 1,026 shares of iShares S&P 500 Value ETF worth $216K as of Q1 2026.
  • Silver Oak Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.09% of Silver Oak Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Silver Oak Advisory Group first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • Silver Oak Advisory Group's iShares S&P 500 Value ETF position peaked at $217K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.