ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

SilverOak Wealth Management LLC's Holding History (CIK: 0001764766)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 99,698 Value ($000) $21,143 Avg Close — Range —
Q3 2025
Shares 97,059 Value ($000) $20,044 Avg Close — Range —
Q2 2025
Shares 98,587 Value ($000) $19,266 Avg Close — Range —
Q1 2025
Shares 97,730 Value ($000) $18,625 Avg Close — Range —
Q4 2024
Shares 94,714 Value ($000) $18,079 Avg Close — Range —
Q3 2024
Shares 93,845 Value ($000) $18,503 Avg Close — Range —
Q2 2024
Shares 94,156 Value ($000) $17,137 Avg Close — Range —
Q1 2024
Shares 94,783 Value ($000) $17,706 Avg Close — Range —
Q4 2023
Shares 98,388 Value ($000) $17,109 Avg Close — Range —