SILVER OAK SECURITIES, INCORPORATED IOO — ISHARES TR

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  16 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported ISHARES TR (IOO) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.3% in 2024 Q2. The latest visible filing shows IOO at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVER OAK SECURITIES, INCORPORATED's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IOO was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IOO stock page SILVER OAK SECURITIES, INCORPORATED fund profile SILVER OAK SECURITIES, INCORPORATED full holdings
How SILVER OAK SECURITIES, INCORPORATED held IOO — position size vs. price
% of Fund (quarterly)    IOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 44,881 -659 -1.4% 0.40% $5.4M 2026-04-20 $132.91
2025 Q4 ADDED — — — 45,540 +1,497 +3.4% 0.39% $5.8M 2026-01-15 $128.27
2025 Q3 REDUCED 9.9% +6.5% ❌ 44,043 -4,836 -9.9% 0.40% $5.3M 2025-10-21 $120.90
2025 Q2 REDUCED 51.4% +10.5% ❌ 48,879 -51,599 -51.4% 0.43% $5.3M 2025-07-11 $109.12
2024 Q4 ADDED — — — 100,478 +20,812 +26.1% 0.95% $10.2M 2025-01-27 $100.33
2024 Q3 REDUCED 10.9% +2.7% ❌ 79,666 -9,785 -10.9% 0.83% $7.9M 2024-10-23 $98.21
2024 Q2 REDUCED — — — 89,451 -4,151 -4.4% 1.30% $8.6M 2024-07-12 $98.35
2024 Q1 ADDED — — — 93,602 +7,442 +8.6% 1.28% $8.4M 2024-05-10 $89.04
2023 Q4 REDUCED 16.1% +11.1% ❌ 86,160 -16,582 -16.1% 0.93% $6.9M 2024-02-05 $82.43
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IOO

As of 2026 Q1 — sorted by position size

Bluesphere Advisors LLC 3Y 5.73% Stonebridge Financial Group, LLC / MO 5.59% Flagship Private Wealth, LLC 3Y 5.53% Green Ridge Wealth Planning LLC 5.38% Twelve Points Wealth Management LLC 3Y 5.35% Retirement Management Systems Inc. 3.45% Amplius Wealth Advisors, LLC 3Y 3.12% Asset Allocation Strategies LLC 3Y 3.01% Annex Advisory Services, LLC 3Y 7Y 2.88% Christensen, King & Associates Investment Services, Inc. 1.74%

FAQ About SILVER OAK SECURITIES, INCORPORATED and IOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVER OAK SECURITIES, INCORPORATED reported owning IOO?

SILVER OAK SECURITIES, INCORPORATED reported IOO across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IOO position in SILVER OAK SECURITIES, INCORPORATED's portfolio?

The largest reported portfolio weight for IOO was 1.30% in 2024 Q2.

What is the latest reported IOO position on this page?

The most recent filing on this page is 2026 Q1, when SILVER OAK SECURITIES, INCORPORATED reported 44,881 shares, equal to 0.40% of portfolio, with an estimated market value of $5.4M.

What does the chart on this IOO ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED's quarterly IOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SILVER OAK SECURITIES, INCORPORATED time their IOO position?

Based on 13F filing dates vs. subsequent IOO price moves, SILVER OAK SECURITIES, INCORPORATED correctly timed 7 out of 14 reported position changes (50%).

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