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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Buy	+1,026	New	+$200K	0.1%	73
2024 Q4	–	Sell	-1,026	Closed	-$202K	–	67
2024 Q3	$202K	Buy	+1,026	New	+$202K	0.1%	68