ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,736 Value ($000) $673 Avg Close — Range —
Q3 2025
Shares 2,736 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 2,732 Value ($000) $590 Avg Close — Range —
Q1 2025
Shares 2,732 Value ($000) $545 Avg Close — Range —
Q4 2024
Shares 2,732 Value ($000) $604 Avg Close — Range —
Q3 2024
Shares 2,374 Value ($000) $524 Avg Close — Range —
Q2 2024
Shares 2,374 Value ($000) $482 Avg Close — Range —
Q1 2024
Shares 1,891 Value ($000) $398 Avg Close — Range —
Q4 2023
Shares 1,778 Value ($000) $357 Avg Close — Range —
Q3 2023
Shares 1,761 Value ($000) $311 Avg Close — Range —
Q2 2023
Shares 1,761 Value ($000) $330 Avg Close — Range —
Q1 2023
Shares 2,051 Value ($000) $366 Avg Close — Range —
Q4 2022
Shares 1,806 Value ($000) $315 Avg Close — Range —
Q2 2021
Shares 886 Value ($000) $203 Avg Close — Range —
Q1 2021
Shares 886 Value ($000) $203 Avg Close — Range —
Q4 2020
Shares 1,899 Value ($000) $372 Avg Close — Range —
Q3 2020
Shares 1,900 Value ($000) $285 Avg Close — Range —
Q2 2020
Shares 2,105 Value ($000) $301 Avg Close — Range —
Q1 2020
Shares 1,988 Value ($000) $228 Avg Close — Range —
Q4 2019
Shares 3,686 Value ($000) $611 Avg Close — Range —