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

Silver Oak Securities’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$228K	Sell
2024 Q4	$742K	Buy
2024 Q3	$210K	Buy
2024 Q2	–	Sell
2024 Q1	$596K	Buy
2023 Q4	$392K	Sell
2023 Q3	$351K	Buy
2023 Q1	–	Sell
2022 Q4	$1.69M	Buy
2022 Q3	$351K	Buy