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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Silver Oak Securities's IVW Position: Q1 2026 in Review

Silver Oak Securities reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q1 2026, selling an estimated $264K and leaving 47,143 shares worth $5.33M. The position accounts for 0.39% of the portfolio, ranked #48.

Silver Oak Securities first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.66M in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Silver Oak Securities held 47,143 shares of iShares S&P 500 Growth ETF worth $5.33M as of Q1 2026.
Silver Oak Securities sold 2,193 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $264K.
iShares S&P 500 Growth ETF made up 0.39% of Silver Oak Securities's portfolio in Q1 2026, its #48 holding.
Silver Oak Securities first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Silver Oak Securities's iShares S&P 500 Growth ETF position peaked at $7.66M in Q3 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.