Silver Oak Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.32M	Buy	67,795 +20,652	+44%	+$2.73M	0.57%	41
2026 Q1	$5.33M	Sell	47,143 -2,193	-4%	-$264K	0.39%	48
2025 Q4	$6.13M	Buy	49,336 +36,033	+271%	+$4.41M	0.41%	50
2025 Q3	$1.61M	Sell	13,303 -12,300	-48%	-$1.41M	0.12%	174
2025 Q2	$2.82M	Sell	25,603 -25,902	-50%	-$2.56M	0.23%	95
2025 Q1	$4.77M	Sell	51,505 -4,672	-8%	-$471K	0.44%	50
2024 Q4	$5.75M	Sell	56,177 -24,227	-30%	-$2.42M	0.53%	40
2024 Q3	$7.66M	Buy	80,404 +41,848	+109%	+$3.86M	0.81%	31
2024 Q2	$3.57M	Buy	38,556 +4,521	+13%	+$390K	0.53%	47
2024 Q1	$2.87M	Sell	34,035 -25,030	-42%	-$2.01M	0.44%	49
2023 Q4	$4.44M	Buy	59,065 +48,919	+482%	+$3.48M	0.6%	39
2023 Q3	$694K	Sell	10,146 -16,204	-61%	-$1.15M	0.15%	130
2023 Q2	$1.86M	Sell	26,350 -2,631	-9%	-$174K	0.3%	77
2023 Q1	$1.85M	Buy	28,981 +9,557	+49%	+$584K	0.3%	65
2022 Q4	$1.14M	Buy	19,424 +9,278	+91%	+$557K	0.21%	84
2022 Q3	$694K	Sell	10,146 -11,786	-54%	-$766K	0.15%	130
2022 Q2	$1.42M	Sell	21,932 -5,778	-21%	-$382K	0.32%	62
2022 Q1	$2.06M	Buy	+27,710	New	+$2.08M	0.42%	52

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Silver Oak Securities's IVW Position: Q2 2026 in Review

Silver Oak Securities increased its iShares S&P 500 Growth ETF (IVW) stake by 44% in Q2 2026, buying an estimated $2.73M and bringing the position to 67,795 shares worth $9.32M. The position accounts for 0.57% of the portfolio, ranked #41.

Silver Oak Securities first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Silver Oak Securities held 67,795 shares of iShares S&P 500 Growth ETF worth $9.32M as of Q2 2026.
Silver Oak Securities bought 20,652 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.73M.
iShares S&P 500 Growth ETF made up 0.57% of Silver Oak Securities's portfolio in Q2 2026, its #41 holding.
Silver Oak Securities first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.