ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 570,356 Value ($000) $70,302 Avg Close — Range —
Q3 2025
Shares 581,363 Value ($000) $70,182 Avg Close — Range —
Q2 2025
Shares 581,186 Value ($000) $63,989 Avg Close — Range —
Q1 2025
Shares 581,149 Value ($000) $53,948 Avg Close — Range —
Q4 2024
Shares 577,636 Value ($000) $58,647 Avg Close — Range —
Q3 2024
Shares 577,418 Value ($000) $55,288 Avg Close — Range —
Q2 2024
Shares 580,223 Value ($000) $53,694 Avg Close — Range —
Q1 2024
Shares 580,327 Value ($000) $49,003 Avg Close — Range —
Q4 2023
Shares 590,996 Value ($000) $44,384 Avg Close — Range —