SilverOak Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

SilverOak Wealth Management’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	$1.56M	Hold	3,666	–	–	0.2%	50
2026 Q1	$1.36M	Hold	3,666	–	–	0.21%	43
2025 Q4	$1.42M	Sell	3,666 -193	-5%	-$74.1K	0.22%	42
2025 Q3	$1.46M	Hold	3,859	–	–	0.25%	41
2025 Q2	$1.35M	Sell	3,859 -51	-1%	-$16.6K	0.25%	39
2025 Q1	$1.24M	Hold	3,910	–	–	0.27%	38
2024 Q4	$1.31M	Hold	3,910	–	–	0.28%	39
2024 Q3	$1.28M	Sell	3,910 -125	-3%	-$39.3K	0.29%	36
2024 Q2	$1.25M	Hold	4,035	–	–	0.3%	35
2024 Q1	$1.21M	Hold	4,035	–	–	0.3%	34
2023 Q4	$1.1M	Buy	+4,035	New	+$1.03M	0.3%	36

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

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

SilverOak Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,666 shares worth $1.56M. The position accounts for 0.2% of the portfolio, ranked #50.

SilverOak Wealth Management first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

SilverOak Wealth Management held 3,666 shares of iShares Russell 3000 ETF worth $1.56M as of Q2 2026.
SilverOak Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.2% of SilverOak Wealth Management's portfolio in Q2 2026, its #50 holding.
SilverOak Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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