SilverOak Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

SilverOak Wealth Management’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
2026 Q2	$22M	Sell	97,076 -2,855	-3%	-$638K	2.84%	9
2026 Q1	$21.1M	Buy	99,931 +233	+0.2%	+$50.5K	3.34%	8
2025 Q4	$21.1M	Buy	99,698 +2,639	+3%	+$553K	3.31%	8
2025 Q3	$20M	Sell	97,059 -1,528	-2%	-$307K	3.38%	8
2025 Q2	$19.3M	Buy	98,587 +857	+0.9%	+$160K	3.62%	8
2025 Q1	$18.6M	Buy	97,730 +3,016	+3%	+$584K	4.03%	8
2024 Q4	$18.1M	Buy	94,714 +869	+0.9%	+$172K	3.89%	6
2024 Q3	$18.5M	Sell	93,845 -311	-0.3%	-$59.1K	4.15%	6
2024 Q2	$17.1M	Sell	94,156 -627	-0.7%	-$114K	4.12%	6
2024 Q1	$17.7M	Sell	94,783 -3,605	-4%	-$641K	4.4%	6
2023 Q4	$17.1M	Buy	+98,388	New	+$15.8M	4.62%	6

Other funds holding IVE

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

SilverOak Wealth Management's IVE Position: Q2 2026 in Review

SilverOak Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 2.9% in Q2 2026, selling an estimated $638K and leaving 97,076 shares worth $22M. The position accounts for 2.84% of the portfolio, ranked #9.

SilverOak Wealth Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

SilverOak Wealth Management held 97,076 shares of iShares S&P 500 Value ETF worth $22M as of Q2 2026.
SilverOak Wealth Management sold 2,855 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $638K.
iShares S&P 500 Value ETF made up 2.84% of SilverOak Wealth Management's portfolio in Q2 2026, its #9 holding.
SilverOak Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.