ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 3,072 Value ($000) $421 Avg Close — Range —
Q3 2025
Shares 3,134 Value ($000) $446 Avg Close — Range —
Q2 2025
Shares 3,134 Value ($000) $435 Avg Close — Range —
Q1 2025
Shares 3,134 Value ($000) $368 Avg Close — Range —
Q4 2024
Shares 3,245 Value ($000) $411 Avg Close — Range —
Q3 2024
Shares 3,262 Value ($000) $383 Avg Close — Range —
Q2 2024
Shares 3,262 Value ($000) $360 Avg Close — Range —
Q1 2024
Shares 3,633 Value ($000) $415 Avg Close — Range —
Q4 2023
Shares 3,520 Value ($000) $368 Avg Close — Range —
Q3 2023
Shares 4,156 Value ($000) $380 Avg Close — Range —
Q2 2023
Shares 3,897 Value ($000) $377 Avg Close — Range —
Q1 2023
Shares 3,352 Value ($000) $305 Avg Close — Range —
Q4 2022
Shares 3,404 Value ($000) $285 Avg Close — Range —
Q3 2022
Shares 3,167 Value ($000) $248 Avg Close — Range —
Q2 2022
Shares 2,855 Value ($000) $226 Avg Close — Range —
Q1 2022
Shares 2,869 Value ($000) $288 Avg Close — Range —