Silver Oak Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$476K	Hold	1,964	–	–	0.03%	489
2026 Q1	$420K	Sell	1,964 -4	-0.2%	-$876	0.03%	487
2025 Q4	$417K	Buy	+1,968	New	+$407K	0.03%	514
2025 Q3	–	Sell	-3,307	Closed	-$642K	–	789
2025 Q2	$642K	Hold	3,307	–	–	0.05%	344
2025 Q1	$616K	Sell	3,307 -18	-0.5%	-$3.43K	0.06%	330
2024 Q4	$614K	Sell	3,325 -206	-6%	-$39.5K	0.06%	338
2024 Q3	$668K	Buy	3,531 +3,400	+2,595%	+$619K	0.07%	282
2024 Q2	$22.9K	Buy	131 +127	+3,175%	+$22.2K	﹤0.01%	460
2024 Q1	$716	Sell	4 -3,520	-100%	-$596K	﹤0.01%	478
2023 Q4	$582K	Buy	3,524 +3,520	+88,000%	+$544K	0.08%	250
2023 Q3	$607	Sell	4 -3,520	-100%	-$558K	﹤0.01%	439
2023 Q2	$556K	Hold	3,524	–	–	0.09%	209
2023 Q1	$537K	Buy	+3,524	New	+$544K	0.09%	184
2022 Q4	–	Sell	-4	Closed	-$607	–	387
2022 Q3	$607	Buy	+4	New	+$601	﹤0.01%	439

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Silver Oak Securities held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,964 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #489.

Silver Oak Securities first reported a position in IWD in Q3 2022 and has held it in 14 quarters since. The position peaked at $668K in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Silver Oak Securities held 1,964 shares of iShares Russell 1000 Value ETF worth $476K as of Q2 2026.
Silver Oak Securities left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #489 holding.
Silver Oak Securities first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 14 quarters since.
Silver Oak Securities's iShares Russell 1000 Value ETF position peaked at $668K in Q3 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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