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
2025 Q2	$1.35M	Sell
2025 Q1	$1.24M	Hold
2024 Q4	$1.31M	Hold
2024 Q3	$1.28M	Sell
2024 Q2	$1.25M	Hold
2024 Q1	$1.21M	Hold
2023 Q4	$1.1M	Buy