Silver Oak Securities’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3K	Sell	5 -336	-99%	-$138K	﹤0.01%	825
2026 Q1	$127K	Buy	341 +336	+6,720%	+$130K	0.01%	753
2025 Q4	$2.1K	Hold	5	–	–	﹤0.01%	808
2025 Q3	$2.04K	Hold	5	–	–	﹤0.01%	750
2025 Q2	$1.89K	Hold	5	–	–	﹤0.01%	695
2025 Q1	$1.7K	Hold	5	–	–	﹤0.01%	654
2024 Q4	$1.8K	Hold	5	–	–	﹤0.01%	628
2024 Q3	$1.75K	Hold	5	–	–	﹤0.01%	544
2024 Q2	$1.66K	Hold	5	–	–	﹤0.01%	486
2024 Q1	$1.61K	Sell	5 -163	-97%	-$46.5K	﹤0.01%	477
2023 Q4	$46.1K	Hold	168	–	–	0.01%	486
2023 Q3	$41.3K	Buy	+168	New	+$42.9K	0.01%	382
2023 Q2	–	Sell	-2,599	Closed	-$614K	–	461
2023 Q1	$614K	Buy	2,599 +120	+5%	+$27.7K	0.1%	166
2022 Q4	$547K	Buy	2,479 +2,311	+1,376%	+$514K	0.1%	143
2022 Q3	$41.3K	Sell	168 -709	-81%	-$163K	0.01%	382
2022 Q2	$200K	Sell	877 -1,498	-63%	-$355K	0.04%	264
2022 Q1	$610K	Buy	+2,375	New	+$615K	0.12%	146

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

Silver Oak Securities reduced its iShares Russell 3000 ETF (IWV) stake by 99% in Q2 2026, selling an estimated $138K and leaving 5 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Silver Oak Securities first reported a position in IWV in Q1 2022 and has held it in 17 quarters since. The position peaked at $614K in Q1 2023. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Silver Oak Securities held 5 shares of iShares Russell 3000 ETF worth $2.3K as of Q2 2026.
Silver Oak Securities sold 336 iShares Russell 3000 ETF shares in Q2 2026, an estimated $138K.
iShares Russell 3000 ETF made up ﹤0.01% of Silver Oak Securities's portfolio in Q2 2026, its #825 holding.
Silver Oak Securities first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 17 quarters since.
Silver Oak Securities's iShares Russell 3000 ETF position peaked at $614K in Q1 2023.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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