SilverOak Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

SilverOak Wealth Management’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	$77M	Sell	559,953 -6,998	-1%	-$924K	9.92%	4
2026 Q1	$64.1M	Sell	566,951 -3,405	-0.6%	-$410K	10.14%	3
2025 Q4	$70.3M	Sell	570,356 -11,007	-2%	-$1.35M	11.02%	3
2025 Q3	$70.2M	Buy	581,363 +177	+0%	+$20.4K	11.84%	2
2025 Q2	$64M	Buy	581,186 +37	+0%	+$3.66K	12.01%	2
2025 Q1	$53.9M	Buy	581,149 +3,513	+0.6%	+$354K	11.67%	2
2024 Q4	$58.6M	Buy	577,636 +218	+0%	+$21.7K	12.62%	2
2024 Q3	$55.3M	Sell	577,418 -2,805	-0.5%	-$259K	12.4%	2
2024 Q2	$53.7M	Sell	580,223 -104	-0%	-$8.97K	12.89%	2
2024 Q1	$49M	Sell	580,327 -10,669	-2%	-$857K	12.17%	2
2023 Q4	$44.4M	Buy	+590,996	New	+$42.1M	11.99%	2

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

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

SilverOak Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, selling an estimated $924K and leaving 559,953 shares worth $77M. The position accounts for 9.92% of the portfolio, ranked #4.

SilverOak Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SilverOak Wealth Management held 559,953 shares of iShares S&P 500 Growth ETF worth $77M as of Q2 2026.
SilverOak Wealth Management sold 6,998 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $924K.
iShares S&P 500 Growth ETF made up 9.92% of SilverOak Wealth Management's portfolio in Q2 2026, its #4 holding.
SilverOak Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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