ISHARES TR

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

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 5,240 Value ($000) $646 Avg Close — Range —
Q3 2025
Shares 5,240 Value ($000) $633 Avg Close — Range —
Q2 2025
Shares 5,240 Value ($000) $577 Avg Close — Range —
Q1 2025
Shares 5,240 Value ($000) $486 Avg Close — Range —
Q4 2024
Shares 5,240 Value ($000) $532 Avg Close — Range —
Q3 2024
Shares 5,240 Value ($000) $502 Avg Close — Range —
Q2 2024
Shares 5,804 Value ($000) $537 Avg Close — Range —
Q1 2024
Shares 5,704 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 5,704 Value ($000) $428 Avg Close — Range —
Q3 2023
Shares 5,704 Value ($000) $390 Avg Close — Range —
Q2 2023
Shares 5,704 Value ($000) $402 Avg Close — Range —
Q1 2023
Shares 5,704 Value ($000) $364 Avg Close — Range —
Q4 2022
Shares 5,704 Value ($000) $334 Avg Close — Range —
Q3 2022
Shares 5,704 Value ($000) $330 Avg Close — Range —
Q2 2022
Shares 5,704 Value ($000) $344 Avg Close — Range —
Q1 2022
Shares 5,704 Value ($000) $436 Avg Close — Range —
Q4 2021
Shares 5,704 Value ($000) $477 Avg Close — Range —
Q3 2021
Shares 5,704 Value ($000) $422 Avg Close — Range —
Q2 2021
Shares 5,864 Value ($000) $426 Avg Close — Range —
Q1 2021
Shares 5,300 Value ($000) $345 Avg Close — Range —
Q4 2020
Shares 5,300 Value ($000) $338 Avg Close — Range —