Silver Oak Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$496K	Sell	663 -92	-12%	-$67K	0.2%	46
2026 Q1	$493K	Sell	755 -17	-2%	-$11.6K	0.21%	44
2025 Q4	$528K	Sell	772 -226	-23%	-$153K	0.24%	40
2025 Q3	$667K	Sell	998 -412	-29%	-$265K	0.3%	37
2025 Q2	$875K	Buy	1,410 +400	+40%	+$230K	0.42%	32
2025 Q1	$567K	Sell	1,010 -9	-0.9%	-$5.32K	0.3%	37
2024 Q4	$599K	Hold	1,019	–	–	0.32%	34
2024 Q3	$587K	Hold	1,019	–	–	0.3%	35
2024 Q2	$557K	Sell	1,019 -20	-2%	-$10.5K	0.31%	35
2024 Q1	$547K	Sell	1,039 -10	-1%	-$5K	0.31%	34
2023 Q4	$501K	Sell	1,049 -12	-1%	-$5.37K	0.29%	35
2023 Q3	$455K	Sell	1,061 -222	-17%	-$99.3K	0.29%	34
2023 Q2	$571K	Buy	1,283 +95	+8%	+$40K	0.37%	28
2023 Q1	$488K	Hold	1,188	–	–	0.33%	30
2022 Q4	$456K	Hold	1,188	–	–	0.32%	32
2022 Q3	$426K	Hold	1,188	–	–	0.32%	32
2022 Q2	$450K	Sell	1,188 -104	-8%	-$42.8K	0.32%	31
2022 Q1	$586K	Hold	1,292	–	–	0.38%	28
2021 Q4	$616K	Buy	+1,292	New	+$595K	0.39%	28

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Silver Oak Advisory Group's IVV Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $67K and leaving 663 shares worth $496K. The position accounts for 0.2% of the portfolio, ranked #46.

Silver Oak Advisory Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $875K in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Silver Oak Advisory Group held 663 shares of iShares Core S&P 500 ETF worth $496K as of Q2 2026.
Silver Oak Advisory Group sold 92 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $67K.
iShares Core S&P 500 ETF made up 0.2% of Silver Oak Advisory Group's portfolio in Q2 2026, its #46 holding.
Silver Oak Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Silver Oak Advisory Group's iShares Core S&P 500 ETF position peaked at $875K in Q2 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.