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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,207
Closed -$228K – 709
2025
Q1 		$228K Sell
1,207
-2,686
-69% -$520K 0.02% 570
2024
Q4 		$742K Buy
3,893
+2,815
+261% +$558K 0.07% 291
2024
Q3 		$210K Buy
+1,078
New +$205K 0.02% 483
2024
Q2 		– Sell
-3,189
Closed -$596K – 508
2024
Q1 		$596K Buy
3,189
+934
+41% +$166K 0.09% 204
2023
Q4 		$392K Sell
2,255
-25
-1% -$4.02K 0.05% 326
2023
Q3 		$351K Buy
+2,280
New +$369K 0.08% 203
2023
Q1 		– Sell
-11,617
Closed -$1.69M – 404
2022
Q4 		$1.69M Buy
11,617
+9,337
+410% +$1.33M 0.32% 62
2022
Q3 		$351K Buy
+2,280
New +$323K 0.08% 203

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Silver Oak Securities's IVE Position: Q2 2025 in Review

Silver Oak Securities sold out of iShares S&P 500 Value ETF (IVE) in Q2 2025, closing a stake of 1,207 shares — an estimated $228K sold.

Silver Oak Securities first reported a position in IVE in Q3 2022 and held it in 8 quarters. The position peaked at $1.69M in Q4 2022. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • Silver Oak Securities reported no remaining iShares S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Silver Oak Securities sold 1,207 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $228K.
  • Silver Oak Securities first reported a position in iShares S&P 500 Value ETF in Q3 2022 and held it in 8 quarters.
  • Silver Oak Securities's iShares S&P 500 Value ETF position peaked at $1.69M in Q4 2022.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on Silver Oak Securities's 13F filing for Q2 2025, filed 11 Jul 2025.