ISHARES TR

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

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 6,104 Value ($000) $752 Avg Close — Range —
Q3 2025
Shares 6,274 Value ($000) $757 Avg Close — Range —
Q2 2025
Shares 6,274 Value ($000) $691 Avg Close — Range —
Q1 2025
Shares 6,437 Value ($000) $598 Avg Close — Range —
Q4 2024
Shares 6,443 Value ($000) $654 Avg Close — Range —
Q3 2024
Shares 6,595 Value ($000) $631 Avg Close — Range —
Q2 2024
Shares 6,714 Value ($000) $621 Avg Close — Range —
Q1 2024
Shares 3,064 Value ($000) $259 Avg Close — Range —
Q4 2023
Shares 3,064 Value ($000) $230 Avg Close — Range —
Q3 2023
Shares 3,064 Value ($000) $210 Avg Close — Range —
Q2 2023
Shares 3,016 Value ($000) $213 Avg Close — Range —
Q1 2022
Shares 3,032 Value ($000) $232 Avg Close — Range —
Q4 2021
Shares 3,032 Value ($000) $254 Avg Close — Range —
Q3 2021
Shares 3,042 Value ($000) $225 Avg Close — Range —
Q2 2021
Shares 2,988 Value ($000) $217 Avg Close — Range —
Q1 2021
Shares 2,918 Value ($000) $204 Avg Close — Range —