Silver Oak Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$354K	Hold	994	–	–	0.15%	53
2025 Q4	$371K	Sell	994 -67	-6%	-$24.8K	0.17%	50
2025 Q3	$387K	Hold	1,061	–	–	0.18%	52
2025 Q2	$360K	Hold	1,061	–	–	0.17%	52
2025 Q1	$325K	Hold	1,061	–	–	0.17%	50
2024 Q4	$341K	Hold	1,061	–	–	0.18%	47
2024 Q3	$333K	Hold	1,061	–	–	0.17%	49
2024 Q2	$315K	Hold	1,061	–	–	0.17%	49
2024 Q1	$306K	Sell	1,061 -35	-3%	-$9.59K	0.17%	51
2023 Q4	$287K	Hold	1,096	–	–	0.17%	50
2023 Q3	$257K	Hold	1,096	–	–	0.17%	53
2023 Q2	$267K	Hold	1,096	–	–	0.17%	48
2023 Q1	$246K	Hold	1,096	–	–	0.17%	49
2022 Q4	$230K	Hold	1,096	–	–	0.16%	50
2022 Q3	$216K	Hold	1,096	–	–	0.16%	50
2022 Q2	$228K	Hold	1,096	–	–	0.16%	52
2022 Q1	$274K	Hold	1,096	–	–	0.18%	45
2021 Q4	$290K	Buy	+1,096	New	+$282K	0.18%	45

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Silver Oak Advisory Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 994 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #53.

Silver Oak Advisory Group first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $387K in Q3 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Silver Oak Advisory Group held 994 shares of iShares Russell 1000 ETF worth $354K as of Q1 2026.
Silver Oak Advisory Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.15% of Silver Oak Advisory Group's portfolio in Q1 2026, its #53 holding.
Silver Oak Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's iShares Russell 1000 ETF position peaked at $387K in Q3 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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